Anthony Michael Calabrese
Investment adviser representative at Inovo Wealth Architects
21 yearsExperience
8 statesRegistered in
CFP® certificationDesignation
$0Firm assets
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Contact this firm
From SEC records
Firm's SEC record (opens in a new tab)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
Experience
21 years in the industry.
- Inovo Wealth ArchitectsAug 2026 to now
- LPL Financial LLCJan 2005 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 8 states (FL, ME, NC, NJ, NY, PA, VA, WI).
Inovo Wealth Architects
$0Assets managed
0Clients
2Advisers
Under 1 yearIn 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
- 4395416
- Firm CRD
- 340777