Calton & Associates, Inc.

Calton & Associates, Inc. (CRD# 20999) is a financial advisory firm headquartered in Tampa, FL. They manage $415,693,258 in 2,834 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    416
    MILLION
  • Total Number of Accounts
    2,834
    ACCOUNTS
  • Average Account Value
    $146,681
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 155 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 16 years of experience in the finance industry.

2
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 15 years of experience in the finance industry.

3
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 15 years of experience in the finance industry.

4
Jai T. Doshi
CRD#: 2769321
Aledo, TX
96
Wealthminder
score

Jai Doshi (CRD# 2769321) is an Investment Advisor Representative working at Calton & Associates, Inc. in Aledo, TX and has over 20 years of experience in the finance industry. Jai Doshi 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.

5
Paul T. Economou
CRD#: 2947683
61 Broadway, Suite 2125, New York, NY 10006
96
Wealthminder
score

Paul Economou (CRD# 2947683) is an Investment Advisor Representative working at Calton & Associates, Inc. in New York, NY and has over 19 years of experience in the finance industry. Paul Economou 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
2701 N Rocky Point Drive, Suite 1000, Tampa, FL 33607
96
Wealthminder
score

Carl Edwards (CRD# 5550414) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 8 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 28 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 22 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
Emily B. Nilsson
CRD#: 2328116
4275 Executive Square, Suite 900, 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 23 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.

10
Eliot S. Rosenberg
CRD#: 1056584
1825 South Jefferson St, Perry, FL 32348
96
Wealthminder
score

Eliot Rosenberg (CRD# 1056584) is an Investment Advisor Representative working at Calton & Associates, Inc. in Perry, FL and has over 31 years of experience in the finance industry.

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