Colin
Calderon

Quadcap Wealth Management, LLC

CRD#7393468
Investment Advisor
in Frisco, TX

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About this Advisor

Colin Calderon is a financial advisor based in Frisco, Texas, working with Quadcap Wealth Management, LLC. Colin has previously held positions at Charles R. Green & Associates, Abc Bank, Cuna Mutual Group, Rockin R' River Rides, Bpl Plasma, Sprouts Farmers Market, Rockin' R River Rides, Underground Pizza, Krause'S Café And Beer Garden, Urban Bricks Pizza Co, Bush'S Chicken, Sagepoint Financial, Inc, and School. Colin has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Colin is part of Quadcap Wealth Management, LLC, which operates out of Frisco, Texas. The firm has 16 employees and manages assets totaling $769.7 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Quadcap Wealth Management, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

7790 Main Street
Frisco, TX 75033-4562

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Quadcap Wealth Management, LLC Brokerage Details

Total Assets Under Management

$769,712,875

TX Average: $3,042,739,679
Total Number of Employees

16

TX Average: 49
Total Number of Accounts

1,485

TX Average: 2,315
Average Account Size

$518,325

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Colin Calderon Work History

2022 - Present (3 years)

Charles R. Green & Associates

2022 - Present (3 years)

Sagepoint Financial, Inc

2022 - 2022 (< 1 year)

Abc Bank

2022 - 2022 (< 1 year)

School

2021 - 2021 (< 1 year)

Cuna Mutual Group

2021 - 2022 (1 year)

School

2020 - 2020 (< 1 year)

Rockin R' River Rides

2020 - 2021 (1 year)

School

2019 - 2019 (< 1 year)

Bpl Plasma

2019 - 2019 (< 1 year)

Sprouts Farmers Market

2019 - 2020 (1 year)

School

2018 - 2018 (< 1 year)

Rockin' R River Rides

2018 - 2019 (1 year)

School

2017 - 2017 (< 1 year)

Underground Pizza

2017 - 2017 (< 1 year)

Krause'S Café And Beer Garden

2017 - 2018 (1 year)

School

2016 - 2016 (< 1 year)

Urban Bricks Pizza Co

2016 - 2017 (1 year)

School

2015 - 2015 (< 1 year)

Bush'S Chicken

2015 - 2016 (1 year)

School

2001 - 2015 (14 years)

School

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Colin Calderon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Quadcap Wealth Management, LLC

Robert Alston
Frisco, TX
Christian Patterson
Frisco, TX
Monica Sipes
Frisco, TX
Cortnie Rodriguez
Frisco, TX
Megan Harper
Frisco, TX
Connor Gross
Frisco, TX
Mary Harris
Frisco, TX
Robert Knode
Frisco, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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.

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