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Phillip Arnold Calandra

Apella Wealth

West Hartford, CT

Atlanta, GA

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Current Employers
Apella Wealth

65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-07-24
GA RA APPROVED 2021-04-28
CT RA APPROVED 2021-04-02
  • TX RA
    APPROVED_RES
    Since 2025-07-24
  • GA RA
    APPROVED
    Since 2021-04-28
  • CT RA
    APPROVED
    Since 2021-04-02

Branch Locations

65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States

600 Galleria Parkway Se Suite 520, Atlanta, GA 30339 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Calandra Wealth Management, Llc Atlanta GA 09/2010 01/2022
Calandra Financial Group, Llc Atlanta GA 02/2009 10/2018
Retirement Wealth Advisors, Inc. Grand Rapids MI 07/2014 04/2020
Calandra Financial, Llc Atlanta GA 10/2018 01/2022
Apella Capital, Llc Glastonbury CT 04/2021 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-09-24
  • S65 Uniform Investment Adviser Law Examination
    2007-09-24
Other Names
  • Phillip A. Callandra
  • Phil Calandra

View on SEC IAPD

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Other Offices

MCCARY ANHEUSER WEALTH MANAGEMENT, LLC · WEST HARTFORD, CT
COMMONWEALTH FINANCIAL NETWORK · West Hartford, CT
JANNEY MONTGOMERY SCOTT LLC · West Hartford, CT
LPL FINANCIAL LLC · WEST HARTFORD, CT
CETERA INVESTMENT ADVISERS LLC · WEST HARTFORD, CT
LPL FINANCIAL LLC · WEST HARTFORD, CT
PRIME CAPITAL FINANCIAL · West Hartford, CT
THE PATRIOT FINANCIAL GROUP, LLC · WEST HARTFORD, CT

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