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Anthony Alexander Calvino

Trinity Financial Advisors LLC

Columbus, OH

CRD 7154481

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Employer firm

Trinity Financial Advisors LLC CRD 133191

$670M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Trinity Financial Advisors Llc

760 Communications Parkway Suite 200, Columbus, OH 43214 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-28
OH RA APPROVED 2023-06-21
  • TX RA
    APPROVED
    Since 2024-10-28
  • OH RA
    APPROVED
    Since 2023-06-21

Branch Locations

760 Communications Parkway Suite 200, Columbus, OH 43214 • 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
Eatn Park Shaler PA 05/2018 08/2019
Homeschooling Pittsburgh PA 05/2013 08/2017
Northwestern Mutual Pittsburgh PA 08/2019 05/2020
Trinity Financial Advisors Llc Columbus OH 05/2023 Present
Community College Of Allegheny County Pittsburgh PA 08/2017 05/2018
Robert Morris University Moon Township PA 05/2018 04/2021
Damascus Catholic Mission Campus Centerburg OH 05/2021 05/2023
Waldron Private Wealth Bridgeville PA 05/2020 10/2020
  • 05/2018 → 08/2019
    Eatn Park
    Shaler, PA
  • 05/2013 → 08/2017
    Homeschooling
    Pittsburgh, PA
  • 08/2019 → 05/2020
    Northwestern Mutual
    Pittsburgh, PA
  • 05/2023 → Present
    Columbus, OH
  • 08/2017 → 05/2018
    Community College Of Allegheny County
    Pittsburgh, PA
  • 05/2018 → 04/2021
    Robert Morris University
    Moon Township, PA
  • 05/2021 → 05/2023
    Damascus Catholic Mission Campus
    Centerburg, OH
  • 05/2020 → 10/2020
    Waldron Private Wealth
    Bridgeville, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-07
  • S65 Uniform Investment Adviser Law Examination
    2023-06-07
Other Names
  • Anthony Calvino

View on SEC IAPD

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