Peter Joseph Calvo
Investment adviser representative at Fisher\smb
16 yearsExperience
1 stateRegistered in
$6.8BFirm assets
2 yearsFirm in business
Are you Peter Joseph Calvo? Claim your profile
Contact this firm
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.
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Fisher\smbNov 2025 to now
- Fisher Retirement Solutions LLC dba Fisher\smbJul 2024 to now
- Fisher InvestmentsJul 2017 to Jul 2024
- Fidelity InvestmentsAug 2010 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2011
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MD).
Fisher\smb
Legal name: Fisher Retirement Solutions LLC
$6.8BAssets managed
1,848Clients
70Advisers
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
- 4949109
- Firm CRD
- 331205