Ethan John Caldarelli
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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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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Years of Experience
5 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
AEPWM | ATLANTIC EDGE WEALTH | ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC | ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT
Contact Information
Main Address
Jacksonville, FLPhone Number
(904) 784-3343# of Employees
6SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
907AUM (Assets Under Management)
$604,262,134Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
AEPWM | ATLANTIC EDGE WEALTH | ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC | ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT
State Registrations and Notice Filings
(1/31/2024)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Ethan John Caldarelli's CRS (Customer Relationship Summary).
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