Joseph A. Calvetti

STILL RIVER FINANCIAL PLANNING

Ayer, MA

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CRD#: 7456761

Professional summary

Joseph Anthony Calvetti is a registered financial advisor currently at STILL RIVER FINANCIAL PLANNING located in Ayer, Massachusetts.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Joseph has worked at 1 firm and has passed the Series 65 exam.

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.

Joseph Calvetti has worked since February, 2020 as a 1099 Paraplanner at Drumlin Financial Advisory, an RIA located in Harvard, Massachusetts. This activity is not investment related. He assists with analysis involved in comprehensive financial plans, drafting of financial plans, and preparation for client meetings. This activity accounts for approximately 5 hours per week, of which 5 hours are during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Anthony Calvetti'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®

None

Experience

Current

March 10, 2022 - Present

STILL RIVER FINANCIAL PLANNING

RIA

CRD#: 317254

Ayer, MA

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

Massachusetts
(3/10/2022)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/7/2020

Uniform Investment Adviser Law Examination

Current Firm

STILL RIVER FINANCIAL PLANNING

STILL RIVER FINANCIAL PLANNING | STILL RIVER FINANCIAL PLANNING LLC

CRD#: 317254 / SEC#:

Massachusetts

Registered Investment Advisory firm - (3/10/2022 Approved)

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Contact information

Main Address

Ayer, MA

Mailing Address

Phone number

(603) 801-4486

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	18
AUM (Assets Under Management)	$ 1,610,618

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.

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Joseph A. Calvetti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Anthony Calvetti's CRS (Customer Relationship Summary).

Certified licenses

Experience

STILL RIVER FINANCIAL PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 8/7/2020

Current Firm

STILL RIVER FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STILL RIVER FINANCIAL PLANNING

TRUST BUT VERIFY

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