Anthony Calomeni (CRD# 4328430) is an Investment Advisor Representative working at Global Retirement Partners LLC in Menlo Park, CA and has over 14 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Global Retirement Partners, LLC | Menlo Park, CA | Jul 2016 - Current | 7 |
| Lpl Financial, LLC | Menlo Park, CA | Jul 2016 - Current | 7 |
| Unionbanc Investment Services | Morgan Hill, CA | Aug 2014 - Jul 2016 | 1 |
| Lpl | Battle Creek, MI | Mar 2012 - Jul 2014 | 2 |
| Kellogg Community Federal Credit Union | Battle Creek, MI | Mar 2009 - Jul 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2009 |
- CA
- TX
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Total Assets Under Management140,721MILLIONS
-
Total Number of Accounts28,908ACCOUNTS
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Average Account Value$4,867,886
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription 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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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