Todd Douglas Calamita
Investment adviser representative at Calamita Wealth Management
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$138.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Calamita Wealth ManagementJul 2010 to now
- Calamita Wealth Management (fna Tdc Advisors, Inc.)Jul 2010 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Calamita Wealth Management
Legal name: Calamita Wealth Management Inc.
$138.2MAssets managed
110Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3204341
- Firm CRD
- 153316