Phillip Arnold Calandra

Employer firm

Apella Wealth CRD 171106

$11.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 09/2010 → 01/2022
  Calandra Wealth Management, Llc
  Atlanta, GA
• 02/2009 → 10/2018
  Calandra Financial Group, Llc
  Atlanta, GA
• 07/2014 → 04/2020
  Retirement Wealth Advisors, Inc.
  Grand Rapids, MI
• 10/2018 → 01/2022
  Calandra Financial, Llc
  Atlanta, GA
• 04/2021 → Present
  Apella Capital, Llc
  Glastonbury, CT

Previous Registrations

• 2017-03-27 → 2022-02-04
  Calandra Wealth Management, Llc
  Atlanta, GA
  Atlanta, GA
• 2014-07-21 → 2020-04-29
  Brookstone Wealth Advisors, Llc
  Atlanta, GA
  Atlanta, GA
• 2009-07-27 → 2016-12-31
  Calandra Wealth Management, Llc
  Atlanta, GA
• 2010-07-08 → 2011-11-16
  Global Financial Private Capital, Inc.
  Kennesaw, GA
  Sarasota, FL
• 2008-09-04 → 2009-01-26
  Planmember Securities Corporation
  Kennesaw, GA
  Oviedo, FL
• 2007-10-26 → 2008-08-18
  Calandra Wealth Management, Llc
  Atlanta, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-09-24

Other Names

• Phillip A. Callandra
• Phil Calandra