Lee Calfo is a registered investment advisor at Equalize Capital LLC, based in Wayne, PA, with 21 years of industry experience. Lee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $49M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
37 West Ave, Suite 301, Wayne, PA, 19087
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lee is an officer of R5 Partners Inc., a personal holding company, and a consultant and board member for Green Mountain Holdings. He also holds CEO positions at J Alden Associates, Inc., Alden Capital Management, Equalize Capital, Alden Investment Advisors, and is President and CEO of Alden Investment Group.
Employment History
Current Registrations
Equalize Capital LLC
Alden Investment Group
Alden Capital
J. Alden Associates, INC.Broker
Previous Registrations
Equalize Capital LLC
Mcg Securities LLCBroker
Cv Brokerage, INCBroker
Bluestone Capital Management, LLC
Bluestone Wealth Advisors, INC.
Dautrich, Seiler Financial Services, INC.Broker
1914 Advisors
Boenning & Scattergood, INC.Broker
Cohen & Company Securities, LLCBroker
State Registrations53 states
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