Victor Calise, financial advisor San Diego CA
90 score

Victor Calise

CRD Number: 6172156
Current Firm: Private Asset Management Inc.

Victor Calise (CRD# 6172156) is an Investment Advisor Representative working at Private Asset Management Inc. in San Diego, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Private Asset Management, Inc. San Diego, CA Jan 2013 - Current 3
Cal State University San Marcos San Marcos, CA Oct 2009 - Jan 2013 3
1st Pacific Bank La Jolla, CA Jul 2007 - Oct 2009 2
Pacific Western Bank San Diego, CA Jun 2004 - Jul 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2013
Contact Info for Victor E. Calise
Phone Number: 858-750-4200
Firm Website:
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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