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Joseph Anthony Calvetti

Still River Financial Planning

Ayer, MA

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Current Employers
Still River Financial Planning

Ayer, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-03-10
  • MA RA
    APPROVED
    Since 2022-03-10

Branch Locations

Ayer, MA • 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
Cimpress Usa Waltham MA 11/2010 Present
Drumlin Financial Advisory Harvard MA 02/2020 Present
Still River Financial Planning Ayer MA 10/2021 Present
  • 11/2010 → Present
    Cimpress Usa
    Waltham, MA
  • 02/2020 → Present
    Drumlin Financial Advisory
    Harvard, MA
  • 10/2021 → Present
    Ayer, MA
Other Businesses

Joseph Calvetti has worked since February, 2020 as a 1099 Paraplanner at Drumlin Financial Advisory, an RIA located in Harvard, Massachusetts. This activity is not investment related. He assists with analysis involved in comprehensive financial plans, drafting of financial plans, and preparation for client meetings. This activity accounts for approximately 5 hours per week, of which 5 hours are during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-07
  • S65 Uniform Investment Adviser Law Examination
    2020-08-07

View on SEC IAPD

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