Calvert Wealth Management, Inc.

Calvert Wealth Management, Inc. (CRD# 115639) is a financial advisory firm headquartered in Dunkirk, MD. They manage $93,190,052 in 595 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    93
    MILLION
  • Total Number of Accounts
    595
    ACCOUNTS
  • Average Account Value
    $156,622
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
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.

AZ, DC, DE, FL, MD, NC, PA, TX, VA

Financial Advisors at Calvert Wealth Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Nicholas T. Boyd
CRD#: 6915652
Dunkirk, MD 20754

Nicholas Boyd (CRD# 6915652) is an Investment Advisor Representative working at Calvert Wealth Management, Inc. in Dunkirk, MD and has 1 year of experience in the finance industry.

2
Bradley E. Sheahan
CRD#: 1756751
Dunkirk, MD 20754

Bradley Sheahan (CRD# 1756751) is an Investment Advisor Representative working at Calvert Wealth Management, Inc. in Dunkirk, MD and has over 28 years of experience in the finance industry.

3
Kelly C. Sheahan
CRD#: 6157839
Dunkirk, MD 20754

Kelly Sheahan (CRD# 6157839) is an Investment Advisor Representative working at Calvert Wealth Management, Inc. in Dunkirk, MD and has over 3 years of experience in the finance industry.

4
John T. Stone
CRD#: 5365268
Dunkirk, MD 20754

John Stone (CRD# 5365268) is an Investment Advisor Representative working at Calvert Wealth Management, Inc. in Dunkirk, MD and has over 9 years of experience in the finance industry.

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