Joseph
Calandra
Cadaret, Grant & Co., Inc
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About this Advisor
Joseph Calandra is a financial advisor based in Lewes, Delaware, working with Cadaret, Grant & Co., Inc. Joseph has previously held positions at Joseph R. Calandra, CFP® (Self Employed), Calandra Financial Services, and Cadaret, Grant & Co., Inc. Joseph has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Delaware and Louisiana. Currently, Joseph is part of Cadaret, Grant & Co., Inc, which operates out of Lewes, Delaware. The firm has 287 offices and 761 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cadaret, Grant & Co., Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cadaret, Grant & Co., Inc Brokerage Details
$6,873,332,863
761
25,405
$270,550
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Joseph Calandra Work History
Calandra Financial Services
Cadaret, Grant & Co., Inc
Joseph R. Calandra, CFP® (Self Employed)
Disclosures
Please visit the SEC profile of Joseph Calandra to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
