Manuel Calzon
Professional summary
Manuel Calzon III, who also goes by Manny Calzone III, is a registered financial professional currently at SHORELINEAMBROSE ADVISORS, LLC located in San Diego, California.
Manuel is registered as a RR (Registered Representative) and started their career in finance in 1998. Manuel has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 79 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Manuel Calzon III's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 19, 2023 - Present
SHORELINEAMBROSE ADVISORS, LLC
Office #1: 6310 Greenwich Drive Suite 120, San Diego, CA 92122October 17, 2020 - November 15, 2022
PILOT HILL CAPITAL LLC
April 27, 2017 - November 4, 2018
LCG CAPITAL ADVISORS, LLC
May 3, 2005 - May 11, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 13, 1998 - May 11, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/19/2023)
Exams
FINRA
Current Firm
SHORELINEAMBROSE ADVISORS, LLC
CRD#: 141046 / SEC#: , 8-67357
Contact information
FINRA licenses (2 States and Territories)
Documents
Red Flags
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