Phillip Calandra (CRD# 5418864) is an Investment Advisor Representative working at Apella Wealth in Atlanta, GA and has over 16 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Apella Capital, LLC | Glastonbury, CT | Apr 2021 - Current | 3 |
| Calandra Financial, LLC | Atlanta, GA | Oct 2018 - Jan 2022 | 3 |
| Calandra Wealth Management, LLC | Atlanta, GA | Sep 2010 - Jan 2022 | 11 |
| Retirement Wealth Advisors, Inc. | Grand Rapids, MI | Jul 2014 - Apr 2020 | 5 |
| Calandra Financial Group, LLC | Atlanta, GA | Feb 2009 - Oct 2018 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2007 |
- CT
- GA
-
Total Assets Under Management3,349MILLIONS
-
Total Number of Accounts8,605ACCOUNTS
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Average Account Value$389,195
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
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