Arnaldo Atilio Calderon

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2013 → 11/2016
  Well Fargo Advisors,Llc
  Miami, FL
• 01/2013 → 02/2022
  Wells Fargo Bank Na
  Miami, FL
• 11/2016 → 02/2022
  Wells Fargo Clearing Services, Llc
  Miami, FL
• 03/2022 → 03/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 05/2022 → 03/2024
  Bank Of America, N.A.
  Miami, FL
• 02/2025 → Present
  Truist Investment Servise, Inc
  Hollywood, FL
• 02/2025 → Present
  Truist Advisory Services, Inc
  Hollywood, FL
• 04/2024 → 01/2025
  Unemployed
  Miami, FL

Previous Registrations

• 2022-05-05 → 2024-04-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 2016-02-16 → 2022-03-11
  Wells Fargo Clearing Services, Llc
  Miami, FL
  Miami, FL
  Coral Gables, FL

Exams

• S66 Uniform Combined State Law Examination
  2020-12-08
• S63 Uniform Securities Agent State Law Examination
  2014-06-18

Other Names

• Arnaldo A Calderon
• Arnaldo Calderon