Bryson T. Macchione
CALTON & ASSOCIATES
Winter Haven, FL
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CRD#: 4647453
Professional summary
Bryson Tyler Macchione, CFP® is a registered financial advisor currently at CALTON & ASSOCIATES, INC. located in Winter Haven, Florida.
Bryson is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Bryson has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Guardian Wealth Management, LLC. Investment related. Address: 5116 South Lakeland Dr., Lakeland, FL 33813. Nature of Business: DBA entity for Brokerage and Advisory services. Position/Title/Relationship: Employee. Start Date: 11/1/2018. Hours per month: 160. Hours per month during Securities trading hours: 160. Duties/Responsibilities: Brokerage and Advisory services. 2) Salvation Army. Non-Investment related. Address: 1898 US 17, Winter Haven, FL 33881. Nature of Business: Sit on board of directors for my local Salvation Army chapter. Position/Title/Relationship: Director. Hours per month: 5. Hours per month during Securities trading hours: 10%. Duties/Responsibilities: Sit on board of directors for my local Salvation Army chapter. I do not have check writing capabilities in my role on the Board of Directors. 3) Real Estate Investments. Investment related. Address: 415 Flagler Rd., Winter Haven, FL 33884. Nature of Business: Residential real estate investments. Position/Title/Relationship: Owner. Start Date: 01/22/2019. Hours per month: 10. Hours per month during Securities trading hours: 2. Duties/Responsibilities: Buy and sell real estate for profit in my own name. 4) Central Florida Sunshine Distributors, LLC. Non-Investment related. Address: 730 Mooney Street, Building 304, Bartow, FL 33830. Nature of Business: Distribution Company primarily selling sand. Position/Title/Relationship: Partner. Start Date: 09/17/2018. Hours per month: 5. Hours per month during Securities trading hours: 0. Duties/Responsibilities: My wife and I own 20% of this company. We sell different products online. At this point we primarily sell sand but will sell other types of products as opportunities present themselves. 5) Headstart Direct, LLC. (Non)Investment-Related. Address: 3395 Cypress Gardens Rd., Winter Haven, FL 33884. Nature of Business: We sell hair along with hair and skin products online through retail. Position/Title/Relationship: Director. Start Date: 08/31/2020. Hours per month: 5. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Identify products and get them ready to sell. 6) Bryson Macchione RRA, LLC,. Not Investment Related. This is an LLC owned by my Roth IRA for the purpose of making investments in different areas including but not limited to Real Estate and E-Commerce, MGR,2020-08-04,5 hours per month,0 hours per month during trading hours, Other Compensation, Identify and manage investment opportunities for the LLC for benefit of my Roth IRA. I do not receive compensation as a manager of the LLC. 7) BTM Group LLC. Not Investment Related. 415 Flagler Rd. Winter Haven FL, 33884. Nature of Business: Making Investments. Title: Director. Start Date: 05/04/2021. Hours Per Month: 10. Duties: Owner. 8) Iron Wifi. Not Investment Related. 5275 Brosche Rd Orlando, FL 32807 Nature of Business: Working with the company in partner relations/strategic partnerships. Working with existing and potential customers to educate on new and existing products and potential applications. Title: Partner. Start Date: 11/2022. Hours Per Month: 8 Hours. Duties: Working with the company in partner relations/strategic partnerships to educate new and existing customers on new and existing products and potential applications. Products offered include Captive Portals, AAA RADIUS, OSU and SCEP, Roaming and Offload, WBA OpenRoaming.
CRS (Client Relationship Summary) - RIA
Click below to view Bryson Tyler Macchione's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Bryson Tyler Macchione's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2021
Experience
Current
November 1, 2018 - Present
CALTON & ASSOCIATES, INC.
RIA
BD
CRD#: 20999
Winter Haven, FL
Current
November 1, 2018 - Present
CALTON & ASSOCIATES, INC.
Office #1: 464 West Pipkin Road, Lakeland, FL 33813RIA
BD
CRD#: 20999
Lakeland, FL
Past
May 2, 2011 - November 21, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
LAKELAND, FL
Past
April 18, 2011 - November 21, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
LAKELAND, FL
Past
September 9, 2009 - May 25, 2011
INGRAM ADVISORY SERVICES, LLC
RIA
CRD#: 123508
WINTER HAVEN, FL
Past
August 24, 2009 - April 20, 2011
INVESTORS CAPITAL CORP.
RIA
CRD#: 30613
WINTER HAVEN, FL
Past
August 15, 2008 - April 20, 2011
INVESTORS CAPITAL CORP.
BD
CRD#: 30613
WINTER HAVEN, FL
Past
May 10, 2006 - October 25, 2006
AMSOUTH INVESTMENT SERVICES, INC.
BD
CRD#: 15692
ORLANDO, FL
Past
February 23, 2004 - March 24, 2005
PERROTT, MATHER & GILDAY, INC.
BD
CRD#: 38186
WINDERMERE, FL
Past
June 23, 2003 - December 10, 2003
EMPIRE FINANCIAL GROUP, INC.
BD
CRD#: 28759
LONGWOOD, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
C&
CALTON & ASSOCIATES, INC.
CALTON | IEP FINANCIAL | CALTON & ASSOCIATES, INC.
CRD#: 20999 / SEC#: 801-70036, 8-38635
RIA
Registered Investment Advisory firm - SEC (4/7/2009 Approved)California
Registered Investment Advisory firm - SEC (4/13/2009 Terminated)Colorado
Registered Investment Advisory firm - SEC (4/20/2009 Terminated)Delaware
Registered Investment Advisory firm - SEC (4/23/2009 Terminated)Florida
Registered Investment Advisory firm - SEC (4/9/2009 Terminated)Georgia
Registered Investment Advisory firm - SEC (4/9/2009 Terminated)Kansas
Registered Investment Advisory firm - SEC (4/9/2009 Terminated)Kentucky
Registered Investment Advisory firm - SEC (4/14/2009 Terminated)Michigan
Registered Investment Advisory firm - SEC (5/7/2009 Terminated)Mississippi
Registered Investment Advisory firm - SEC (4/9/2009 Terminated)Missouri
Registered Investment Advisory firm - SEC (4/9/2009 Terminated)Montana
Registered Investment Advisory firm - SEC (4/9/2009 Terminated)Nebraska
Registered Investment Advisory firm - SEC (4/17/2009 Terminated)Nevada
Registered Investment Advisory firm - SEC (4/9/2009 Terminated)New Jersey
Registered Investment Advisory firm - SEC (4/14/2009 Terminated)North Carolina
Registered Investment Advisory firm - SEC (4/9/2009 Terminated)Rhode Island
Registered Investment Advisory firm - SEC (4/9/2009 Terminated)Tennessee
Registered Investment Advisory firm - SEC (5/9/2009 Terminated)Texas
Registered Investment Advisory firm - SEC (4/7/2009 Terminated)Wisconsin
Registered Investment Advisory firm - SEC (4/9/2009 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(11/1/2018)
IAR
Florida(11/14/2018)
RR
Texas(11/1/2018)
IAR
Texas(11/1/2018)
RR
West Virginia(11/1/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
C&
CALTON & ASSOCIATES, INC.
CALTON | IEP FINANCIAL | CALTON & ASSOCIATES, INC.
CRD#: 20999 / SEC#: 801-70036, 8-38635
RIA
Registered Investment Advisory firm - SEC (4/7/2009 Approved)California
Registered Investment Advisory firm - SEC (4/13/2009 Terminated)Colorado
Registered Investment Advisory firm - SEC (4/20/2009 Terminated)Delaware
Registered Investment Advisory firm - SEC (4/23/2009 Terminated)Florida
Registered Investment Advisory firm - SEC (4/9/2009 Terminated)Georgia
Registered Investment Advisory firm - SEC (4/9/2009 Terminated)Kansas
Registered Investment Advisory firm - SEC (4/9/2009 Terminated)Kentucky
Registered Investment Advisory firm - SEC (4/14/2009 Terminated)Michigan
Registered Investment Advisory firm - SEC (5/7/2009 Terminated)Mississippi
Registered Investment Advisory firm - SEC (4/9/2009 Terminated)Missouri
Registered Investment Advisory firm - SEC (4/9/2009 Terminated)Montana
Registered Investment Advisory firm - SEC (4/9/2009 Terminated)Nebraska
Registered Investment Advisory firm - SEC (4/17/2009 Terminated)Nevada
Registered Investment Advisory firm - SEC (4/9/2009 Terminated)New Jersey
Registered Investment Advisory firm - SEC (4/14/2009 Terminated)North Carolina
Registered Investment Advisory firm - SEC (4/9/2009 Terminated)Rhode Island
Registered Investment Advisory firm - SEC (4/9/2009 Terminated)Tennessee
Registered Investment Advisory firm - SEC (5/9/2009 Terminated)Texas
Registered Investment Advisory firm - SEC (4/7/2009 Terminated)Wisconsin
Registered Investment Advisory firm - SEC (4/9/2009 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information
Main Address
2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607
Mailing Address
2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607
Phone number
(813) 264-0440
Established
Florida since 09/17/1987
Firm type
Corporation
Fiscal year end
September
Firm Size
Medium
# of Employees
515
SEC notice filing (51 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CICCATI, RANDALL LEE | CEO / DIRECTOR | 1569353 |
| CICCATI, RANDALL LEE | SHAREHOLDER | 1569353 |
| SINGH, RAMESHWAR | DIRECTOR / SECRETARY /PRESIDENT OF ADVISORY SERVICES | 4660047 |
| SINGH, RAMESHWAR | SHAREHOLDER | 4660047 |
| CICCATI, JILL MARIE | SHAREHOLDER | |
| THE LOUIS CICCATI AND ADELINE CARMELA CICCATI REVOCABLE TRUST | SHAREHOLDER, LOUIS CICCATI AND ADELINE CARMELA CICCATI, TTEE | |
| CALTON, DEREK JAY | VICE PRESIDENT - DIRECTOR | 1192608 |
| CALTON, DWAYNE KENT | PRESIDENT - DIRECTOR | |
| CICCATI, ADELINE CARMELA | TRUSTEE OF THE LOUIS CICCATI AND ADELINE CARMELA CICCATI REVOCABLE TRUST | |
| CICCATI, AUSTIN LOUIS | SHAREHOLDER | 6351650 |
| CICCATI, CARLY MARIE | SHAREHOLDER | 6351667 |
| COLE, DAVID SCOTT | CHIEF FINANCIAL OFFICER/FINOP | 4181156 |
| RAHMOUNI IDRISSI, SAAD | CHIEF COMPLIANCE OFFICER | 4071743 |
| RICHARDSON, PAUL REID | CHIEF OPERATIONS OFFICER | 1006146 |
Regulatory assets under management
| Total Number of Accounts | 7,559 |
| AUM (Assets Under Management) | $ 1,216,021,701 |
Disclosures
| Regulatory Event | 13 |
| Arbitration | 6 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
