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EP

Everett B. Price

CALYDON CAPITAL
ENGLEWOOD, NJ 07631
Some features on this profile are disabled
CRD#: 6359878
EP

Professional summary


Everett Brandon Price, who also goes by Everett Price, is a registered financial advisor currently at CALYDON CAPITAL, LLC located in Englewood, New Jersey.

Everett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Everett has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Everett Price

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Everett Brandon Price's CRS (Customer Relationship Summary).
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®
None

Experience


Current

April 29, 2022 - Present

CALYDON CAPITAL, LLC

Office #1: 285 Grand Avenue Patriot Centre Building 1, Englewood, NJ 07631
RIA
CRD#: 285485
ENGLEWOOD, NJ
Past

May 18, 2017 - September 3, 2021

R. SEELAUS & CO., LLC

BD
CRD#: 14974
Chatham, NJ

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".
CC
CALYDON CAPITAL, LLC
CALYDON CAPITAL, LLC | PRINCIPAL STREET PARTNERS, LLC | GREEN SQUARE ASSET MANAGEMENT, LLC | GREEN SQUARE ASSET MANAGEMENT

CRD#: 285485 / SEC#: 801-108508

RIA
Registered Investment Advisory firm - (10/17/2016 Approved)

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.

Highlighted states indicate IAR registrations

IAR
New Jersey
(4/29/2022)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/1/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CC
CALYDON CAPITAL, LLC
CALYDON CAPITAL, LLC | PRINCIPAL STREET PARTNERS, LLC | GREEN SQUARE ASSET MANAGEMENT, LLC | GREEN SQUARE ASSET MANAGEMENT

CRD#: 285485 / SEC#: 801-108508

RIA
Registered Investment Advisory firm - (10/17/2016 Approved)
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Contact information


Main Address
999 Shady Grove Rd South Suite 106, Memphis, TN 38120
Mailing Address
Phone number
(844) 678-6900
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (13 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CALYDON CAPITAL ADV PART 2 BROCHURE MAY 2025 (8/4/2025)

Regulatory assets under management


Total Number of Accounts804
AUM (Assets Under Management)$ 2,858,255,385

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.

Company Information


CALYDON CAPITAL, LLC

CRD#: 285485Englewood, NJ 07631

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