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Joseph Myers

Calton & Associates, INC.
45 Years of Experience
Mount Laurel, NJ
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Joseph Myers is a registered investment advisor at Calton & Associates, INC., based in Mount Laurel, NJ, with 45 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 5,283 clients with $1.6B in assets under management.

Calton & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
229 advisors
Number of Clients
5,283 clients
Average Client Portfolio
$298K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.60%

Fees are up to 2.60% and may be negotiable depending on the client, representative, and program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

307 Fellowship Road, Suite 202-A, Mount Laurel, NJ, 08054

Get directions

History

Regulatory History (2)
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
January 2009
Denied
Customer Dispute
April 1999
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Joseph is a financial advisor with Calton & Associates under the DBA Myers & Co., dedicating full-time hours to this role. He also serves as a board member for Exit Planning Exchange Philadelphia, a committee member for the Union League of Philadelphia, and on the advisory council for Mount America Foundation, each requiring minimal time.

Employment History
Current Registrations
Calton & Associates, INC.
March 2016 - Present · 10 yrs 7 mos
Calton & Associates, INC.Broker
February 2016 - Present · 10 yrs 8 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2009 - March 2016 · 7 yrs 2 mos
Raymond James Financial Services
December 2008 - January 2009 · 1 mo
Raymond James Financial Services, INC.Broker
August 2008 - March 2016 · 7 yrs 7 mos
Citigroup Global Markets INC.Broker
June 1998 - August 2008 · 10 yrs 2 mos
Cibc Oppenheimer CORP.Broker
August 1987 - July 1998 · 10 yrs 11 mos
Kidder, Peabody & CO. IncorporatedBroker
January 1982 - September 1987 · 5 yrs 8 mos
Advest, INC.Broker
March 1981 - January 1982 · 10 mos
State Registrations7 states
CAFLMANJNYPAVA
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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