Christopher Calandra
Christopher Calandra is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Summerfield, FL, with 33 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
16910 S Us Highway 441, Baylee Plaza Suite 203, Summerfield, FL, 34491
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2020Regulatory
August 2017Customer Dispute
June 2010Other Business ActivitiesSells Insurance
Christopher is an Investment Advisor Representative (IAR) offering V2A, spending nearly full-time on this. He also owns MDC Properties LLC, manages investment properties, is a successor trustee/beneficiary of a trust, owns Elliott Wealth Management Services LLC (offering insurance products and DBA), and is a member of Connecticut Valley Properties LLC for investment real estate activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Eastern Point Advisors INC.
Investors Capital CORP.Broker
Nathan & Lewis Securities, INC.Broker
Polaris Financial Services, INC.Broker
First Investors CorporationBroker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.