JC
CFP
JC
CFP

John Calandro

44 Years of Experience
Dallas, TX
1 DisclosureBroker

John Calandro is a CFP-designated registered investment advisor at Morgan Stanley, based in Dallas, TX, with 44 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

8383 Preston Center Plaza, Suite 400, Dallas, TX, 75225

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2012
Closed-No Action
Other Business Activities

John is involved in several outside business activities, primarily related to firearms and sports. These include shotgun instruction, target setting, consulting, serving as a director and stockholder for Clay Shooters Supply Inc, and advisory roles for various organizations, dedicating a few hours per week to each.

Employment History
Current Registrations
Morgan StanleyBroker
May 2021 - Present · 5 yrs
Morgan Stanley
May 2021 - Present · 5 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2009 - June 2021 · 12 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2009 - June 2021 · 12 yrs 1 mo
Smh Capital INC.
October 2006 - May 2009 · 2 yrs 7 mos
Smh Capital Advisors, INC.
May 2006 - December 2006 · 7 mos
Calandro Advisory Services, INC.
July 2003 - May 2009 · 5 yrs 10 mos
Smh Capital INC.Broker
January 2002 - May 2009 · 7 yrs 4 mos
Ifg Network Securities, INC.Broker
December 1992 - December 2001 · 9 yrs
Planned Investments INC.Broker
March 1987 - December 1992 · 5 yrs 9 mos
Hall Securities CorporationBroker
August 1986 - March 1987 · 7 mos
Funding Capital INC.Broker
June 1986 - February 1987 · 8 mos
Hall Securities CorporationBroker
March 1983 - May 1986 · 3 yrs 2 mos
Mutual Service CorporationBroker
July 1980 - March 1982 · 1 yr 8 mos
State Registrations37 states
AZCACOCTDEFLGAILINKSLAMAMDMEMIMNMOMSMTNCNJNMNVNYOHOKORPARISCTNTXUTVAVirgin IslandsWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.