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CFP
JC
CFP

John Calandro

Morgan Stanley
45 Years of Experience
Dallas, TX
1 DisclosureBroker
View SEC Summary
View SEC Summary

John Calandro is a CFP-designated registered investment advisor at Morgan Stanley, based in Dallas, TX, with 45 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.

Morgan Stanley
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.

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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
View Full SEC ReportHow to Read Disclosures
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 5 mos
Morgan Stanley
May 2021 - Present · 5 yrs 5 mos
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 Registrations41 states
ALAZCACOCTDEFLGAIDILINKSLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHOKORPARISCTNTXUTVAVTVirgin IslandsWAWI
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.
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