Calton & Associates, Inc.
Calton & Associates, Inc. (CRD# 20999) is a financial advisory firm headquartered in Tampa, FL. They manage $1,059,090,559 in 6,846 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management1,059MILLION
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Total Number of Accounts6,846ACCOUNTS
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Average Account Value$154,702
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- 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)
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
Eliot Rosenberg (CRD# 1056584) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tallahassee, FL and has over 39 years of experience in the finance industry.
Richard Rouse (CRD# 6495241) is an Investment Advisor Representative working at Calton & Associates, Inc. in Folsom, CA and has over 10 years of experience in the finance industry.
Thomas Rouse (CRD# 2051898) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 15 years of experience in the finance industry.
Lester Sack (CRD# 5247160) is an Investment Advisor Representative working at Calton & Associates, Inc. in Austin, TX and has over 17 years of experience in the finance industry.
Stephen Schneider (CRD# 414489) is an Investment Advisor Representative working at Calton & Associates, Inc. in Madison, WI and has over 32 years of experience in the finance industry.
Chad Schwoerer (CRD# 5684992) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 14 years of experience in the finance industry.
John Scott (CRD# 1636317) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 22 years of experience in the finance industry.
David Sharp (CRD# 6182171) is an Investment Advisor Representative working at Calton & Associates, Inc. in Lafayette, IN and has over 10 years of experience in the finance industry.
Timothy Sheffield (CRD# 1694021) is an Investment Advisor Representative working at Calton & Associates, Inc. in Arlington, TN and has over 36 years of experience in the finance industry.
Rameshwar Singh (CRD# 4660047) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 20 years of experience in the finance industry.