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Gregory Calotta

28 Years of Experience
Mountain Lakes, NJ
Broker

Gregory Calotta is a registered investment advisor, based in Mountain Lakes, NJ, with 28 years of industry experience.

Location

333 Route 46, Ste 206, Mountain Lakes, NJ, 07046

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Gregory is a Certified Public Accountant partner at Bruno, Calotta & Associates LLP, dedicating nearly full-time hours to tax accounting and financial practice. He also owns Calotta Advisory Services LLC, providing accounting, tax, and consulting services to small businesses and individuals, taking about a quarter of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2005 - Present · 20 yrs 7 mos
Cetera Financial Specialists LLCBroker
October 2005 - Present · 20 yrs 7 mos
Previous Registrations
C.J.M. Asset Management, LLC
January 2003 - October 2005 · 2 yrs 9 mos
C. J. M. Planning CORP.Broker
October 1999 - October 2005 · 6 yrs
Tower Square Securities, INC.Broker
January 1999 - October 1999 · 9 mos
Tower Square Securities, INC.Broker
September 1997 - December 1998 · 1 yr 3 mos
State Registrations4 states
MANJNYRI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Gregory Calotta - Financial Advisor | TrueAdvisor