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EC

Ethan J. Caldarelli

ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT
Jacksonville, FL
Some features on this profile are disabled
CRD#: 7492976
EC

Professional summary

Ethan John Caldarelli is a registered financial advisor currently at ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT located in Jacksonville, Florida.

Ethan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Ethan has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ethan John Caldarelli'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

January 31, 2024 - Present

ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT

RIA
CRD#: 327354
Jacksonville, FL
Past

February 22, 2022 - October 12, 2023

BDO WEALTH ADVISORS, LLC

RIA
CRD#: 222525
JACKSONVILLE, 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".
AE
ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT
AEPWM | ATLANTIC EDGE WEALTH | ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC | ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT

CRD#: 327354 / SEC#: 801-128750

RIA
Registered Investment Advisory firm - (9/15/2023 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
Florida
(1/31/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/6/2021
Uniform Investment Adviser Law Examination

Current Firm

AE
ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT
AEPWM | ATLANTIC EDGE WEALTH | ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC | ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT

CRD#: 327354 / SEC#: 801-128750

RIA
Registered Investment Advisory firm - (9/15/2023 Approved)
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Contact information

Main Address
Jacksonville, FL
Mailing Address
Phone number
(904) 719-1360
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ATLANTIC EDGE ADV PART 2A BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts869
AUM (Assets Under Management)$ 535,092,704

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

ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT

CRD#: 327354Jacksonville, FL

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