Michael C Calisi
CFP®Professional Summary
Michael C Calisi, CFP®, who also goes by Michael Calisi, is a registered financial advisor currently at CALISI WEALTH MANAGEMENT located in Tempe, Arizona and LPL FINANCIAL LLC located in Tempe, Arizona. Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Michael has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michael Calisi
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Videos & Posts
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Contact Information
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Disclosures on record.
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.
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Credentials
Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
CALISI WEALTH MANAGEMENT | CALISI WEALTH MANAGEMENT LLC
Contact Information
Main Address
8727 S Priest Dr. Ste 103, Tempe, AZ 85284Mailing Address
Po Box 2674, Tempe, AZ 85280-2674Phone Number
(480) 277-0677# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
252AUM (Assets Under Management)
$74,873,602Similar Advisors
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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.
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State Registrations and Notice Filings
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Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Michael C Calisi's CRS (Customer Relationship Summary).
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