Calton & Associates, Inc.

Calton & Associates, Inc. (CRD# 20999) is a financial advisory firm headquartered in Tampa, FL. They manage $940,000,000 in 5,518 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    940
    MILLION
  • Total Number of Accounts
    5,518
    ACCOUNTS
  • Average Account Value
    $170,352
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Calton & Associates, Inc.
Showing 1 - 10 of 175 top financial advisors.
1
Christopher J. McCoy
CRD#: 4113108
500 Glenpointe Centre West, 4th Floor Suite 39, Teaneck, NJ 07666
98
Wealthminder
score

Christopher McCoy (CRD# 4113108) is an Investment Advisor Representative working at Calton & Associates, Inc. in Teaneck, NJ and has over 18 years of experience in the finance industry.

2
Oliver B. Williamson
CRD#: 4642029
189 Hibbard Street, Pikeville, KY 41501
98
Wealthminder
score

Oliver Williamson (CRD# 4642029) is an Investment Advisor Representative working at Calton & Associates, Inc. in Pikeville, KY and has over 14 years of experience in the finance industry.

3
James E. Crowther
CRD#: 58046
10 West Broad Street, Paulsboro, NJ 08066
96
Wealthminder
score

James Crowther (CRD# 58046) is an Investment Advisor Representative working at Calton & Associates, Inc. in Paulsboro, NJ and has over 17 years of experience in the finance industry.

4
John Q. Crowther
CRD#: 1377387
10 West Broad Street, Paulsboro, NJ 08066
96
Wealthminder
score

John Crowther (CRD# 1377387) is an Investment Advisor Representative working at Calton & Associates, Inc. in Paulsboro, NJ and has over 17 years of experience in the finance industry.

5
Ryan P. Degrau
CRD#: 5562538
500 Glenpointe Centre West, 4th Floor Suite 39, Teaneck, NJ 07666
96
Wealthminder
score

Ryan Degrau (CRD# 5562538) is an Investment Advisor Representative working at Calton & Associates, Inc. in Teaneck, NJ and has over 9 years of experience in the finance industry. Ryan Degrau 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 put clients' interests first and comply with the Financial Planning Practice Standards.

6
Carl Edwards
CRD#: 5550414
6404 Carmel Rd, Suite 201, Charlotte, NC 28226
96
Wealthminder
score

Carl Edwards (CRD# 5550414) is an Investment Advisor Representative working at Calton & Associates, Inc. in Charlotte, NC and has over 9 years of experience in the finance industry.

7
Ralph J. Feith
CRD#: 1533389
1774 Arabian Lane, Palm Harbor, FL 34685
96
Wealthminder
score

Ralph Feith (CRD# 1533389) is an Investment Advisor Representative working at Calton & Associates, Inc. in Palm Harbor, FL and has over 30 years of experience in the finance industry. Ralph Feith 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 put clients' interests first and comply with the Financial Planning Practice Standards.

8
Gerald B. Glick
CRD#: 2453713
673-a W Lumsden Rd, Brandon, FL 33511
96
Wealthminder
score

Gerald Glick (CRD# 2453713) is an Investment Advisor Representative working at Calton & Associates, Inc. in Brandon, FL and has over 24 years of experience in the finance industry. Gerald Glick 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 put clients' interests first and comply with the Financial Planning Practice Standards.

9
Lewis W. Medlin
CRD#: 1467679
2102 A South Garrison, Carthage, MO 64836
96
Wealthminder
score

Lewis Medlin (CRD# 1467679) is an Investment Advisor Representative working at Calton & Associates, Inc. in Carthage, MO and has over 31 years of experience in the finance industry.

10
Emily B. Nilsson
CRD#: 2328116
4275 Executive Square, Suite 990, La Jolla, CA 92037
96
Wealthminder
score

Emily Nilsson (CRD# 2328116) is an Investment Advisor Representative working at Calton & Associates, Inc. in La Jolla, CA and has over 25 years of experience in the finance industry. Emily Nilsson 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 put clients' interests first and comply with the Financial Planning Practice Standards.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.