Todd Douglas Calamita

Employer firm

Calamita Wealth Management CRD 153316

$138M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 07/2010 → Present
  Calamita Wealth Management (Fna Tdc Advisors, Inc.)
  Charlotte, NC

Previous Registrations

• 2005-03-10 → 2010-07-12
  Rbc Capital Markets, Llc
  Charlotte, NC
  Charlotte, NC
• 2005-02-01 → 2005-03-14
  Wells Fargo Clearing Services, Llc
  Charlotte, NC

Other Businesses

I AM AN OWNER OF A REAL ESTATE HOLDING COMPANY. ANTOINETTE PROPERTIES PO BOX 33548 CHARLOTTE, NC 28233. I STARTED 4/1/05 AND NO PROJECTED END DATE. I DEVOTE APPROXIMATELY 5 HOURS PER MONTH.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-01-31
• S63 Uniform Securities Agent State Law Examination
  1999-09-16

Designations

• Certified Financial Planner