Caleb Velleca

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 12/2019 → Present
  Mapp Investment Service, Llc
  New Philadelphia, OH
• 09/2016 → 12/2019
  Cooper Standard Automotive
  New Philadelphia, OH
• 08/2015 → 09/2016
  Pnc Bank
  Cleveland, OH
• 12/2019 → Present
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

1. Fixed insurance sales; As of 02/28/20; Less than 10% time spent during regular business hours; Conducted at branch; Investment related. 2. Co-Owner, TLC Family Properties, LLC, an entity created for the purpose of managing residential real estate at 122-124 Gilgen Ave NE New Philadelphia, OH 44663, as of 10/15/2020; Less than 5% of time spent during business hours; Not conducted at branch; Investment related. 3. Co-Owner, MaPP Holding Company, LLC, an entity created for the purpose of buying and managing commercial real estate at 435 West High Avenue, New Philadelphia, OH 44681, as of 11/29/2023; 2% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2020-07-29