Giuseppe Calisi

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CRD#: 8169321

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Giuseppe Calisi was a registered financial professional .

Giuseppe is a previously registered financial professional and started their career in finance in 2025. Giuseppe had worked at 1 firm .

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.

Name of the business: Tea Tree Wealth; Type of business: Financial Advisor / Financial Planning; The address of the business: CoWorking Barsento 10, Via Barsento, 10 70017 Putignano (BA) - Italy; The nature of the other business: It is a solo financial advisory practice offering investment and financial recommendations to private clients. The target clients are professionals and families with young children between 30 and 55; Position Title: I am the owner and solo advisor of the business; Title, or relation with the other business: Tea Tree Wealth is completely independent from Dunhill Financial and from my role at Dunhill Financial. There are no intersections of clients; Start date of your relationship: Tea Tree Wealth launched on 03/27/2023; The approximate number of hours/month you devote to the other business: 40-45 hours per month; Description of the duties relating to the other business: Being a solo owner I am responsible for client acquisition, onboarding, compliance, portfolio management (without asset custody), marketing, and market research. I do use a portfolio management software whose provider offers some investment research capabilities.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

December 19, 2025 - March 20, 2026

DUNHILL FINANCIAL

RIA

CRD#: 288211

LONDON,

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".

DUNHILL FINANCIAL

DF-DIRECT | OMNIWEALTH.EU | DUNHILL FINANCIAL, LLC | DUNHILL FINANCIAL

CRD#: 288211 / SEC#: 801-110590

RIA

Registered Investment Advisory firm - (6/9/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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

Current Firm

DUNHILL FINANCIAL

DF-DIRECT | OMNIWEALTH.EU | DUNHILL FINANCIAL, LLC | DUNHILL FINANCIAL

CRD#: 288211 / SEC#: 801-110590

RIA

Registered Investment Advisory firm - (6/9/2017 Approved)

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Contact information

Main Address

Swan Court 11 Worple Road Unit 109, London, SW19 4JS

Mailing Address

Phone number

+1 (561) 685-2381

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV2A (2/18/2026)

Regulatory assets under management

Total Number of Accounts	1,701
AUM (Assets Under Management)	$ 601,716,422

Red Flags

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Giuseppe Calisi

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

DUNHILL FINANCIAL

Primary Firm SEC Registration

DUNHILL FINANCIAL

State Registrations and Notice Filings

Exams

Current Firm

DUNHILL FINANCIAL

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DUNHILL FINANCIAL

TRUST BUT VERIFY

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