John Calandro

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2009 → 05/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 06/2011 → 05/2021
  Bank Of America,N.A.
  Dallas, TX
• 05/2021 → Present
  Morgan Stanley Smith Barney Llc
  Dallas, TX
• 07/2021 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2009-05-19 → 2021-06-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 2006-10-20 → 2009-05-18
  Sanders Morris Llc
  Dallas, TX
• 2003-07-14 → 2009-05-15
  Calandro Advisory Services, Inc.
  Dallas, TX
• 2006-05-19 → 2006-12-31
  Smh Capital Advisors Llc
  Fort Worth, TX

Other Businesses

I*21815 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: SHOTGUN INSTRUCTION, TARGET SETTING, + CONSULTANT INVESTMENT RELATED: N ADDRESS OF BUSINESS: DALLAS, TEXAS 75205 NATURE OF BUSINESS: SOLE PROPRIETORSHIP, POSITION, TITLE, ASSOCIATION: START DATE OF RELATIONSHIP: 08/02/2010 NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SPEAKER/TRAINER/CONSULTANT I*44723 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: CLAY SHOOTERS SUPPLY INC INVESTMENT RELATED: N ADDRESS OF BUSINESS: DALLAS, TEXAS 75205 NATURE OF BUSINESS: CORPORATION, POSITION, TITLE, ASSOCIATION: DIRECTOR, STOCKHOLDER START DATE OF RELATIONSHIP: 6/26/2009 NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: JOHN CALANDRO III IS A DIRECTOR ALONG WITH HIS SPOUSE KIM CALANDRO, KIM IS THE REGISTERED AGENT FOR THIS FAMILY BUSINESS. *441118 - Dallas Gun Club; Investment related: No; Lewisville, Texas; Sports; Board Member:(proprietor, partner, officer, director, employee, trustee, agent); 12/2017; During business hours: 0; After business hours: 10; Administrative *441287 - Shotgun coach; Firearms; Investment related No; Dallas, TX ; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); Jan 2008; During business hours: 0; After business hours: 4; Labor/Service. *441115 - Clay Shooters Supply Inc; Investment related: Yes; Dallas, Texas; Firearms; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 06/2009; During business hours: 0; After business hours: 15; Referrals, Business Development/Growth, Administrative *491527- Trust ; Investment related -Yes; Orchard Lake, Michigan; Trustee/Co-Trustee; 02/1995; During business hours: 0; After business hours: 0; *534086 - NSSA-NSCA; Investment related No; San Antonio, Texas; Sports; Advisory Board:Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 01/2023 ; During business hours: 0; After business hours: 5; Investment Decisions/Advice, Administrative. *534088 - CSS Distributors, Inc; Investment related No; Dallas, Texas; Firearms; Investor, Consultant (proprietor, partner, officer, director, employee, trustee, agent); 05/2023 ; During business hours: 0; After business hours: 10; Investment Decisions/Advice, Referrals, Sales/Marketing, General Advice. *587665 - Ball and Buck ; Investment related - No ; Logan ,Utah ; Retail/Online Stores ; Advisory Board(proprietor, partner, officer, director, employee, trustee, agent) ; 3/2024 ; During business hours : 0 ; After business hours : 3 ; Sales/Marketing:Other

Exams

• S63 Uniform Securities Agent State Law Examination
  1980-08-21

Designations

• Certified Financial Planner

Other Names

• John Calandro
• John Calandro