Calamita Wealth Management

Calamita Wealth Management (CRD# 153316) is a financial advisory firm headquartered in Charlotte, NC. They manage $109,136,534 in 110 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
6135 Park South Drive, Suite 510, Charlotte, NC 28210
https://www.facebook.com/toddcalamita
By the Numbers
  • Total Assets Under Management
    109
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $992,150
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, OH, TX

Financial Advisors at Calamita Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Todd Calamita, financial advisor Charlotte NC
Todd D. Calamita
CRD#: 3204341
6135 Park South Drive, Suite 510, Charlotte, NC 28210
Todd Calamita (CRD# 3204341) is an Investment Advisor Representative working at Calamita Wealth Management in Charlotte, NC and has over 16 years of experience in the finance industry. Todd Calamita has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
2
Britton Williams, financial advisor Raleigh NC
Britton R. Williams
CRD#: 5869494
Raleigh, NC

Britton Williams (CRD# 5869494) is an Investment Advisor Representative working at Calamita Wealth Management in Raleigh, NC and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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