Philip James Ambrose
Investment adviser representative at Calton & Associates, Inc.
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.6BFirm 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 assetsHourlyFixed or flat feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Calton & Associates, Inc.Apr 2019 to now
- Southeastern UniversityAug 2007 to now
- Nylife Securities, LLCJul 2018 to Apr 2019
- New York Life Insurance Co.May 2018 to Apr 2019
- Big Oak Benefits GroupJul 2015 to May 2018
- Silvis, Ambrose, Lindquist, and Coch PcMay 2015 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (GA).
Calton & Associates, Inc.
$1.6BAssets managed
5,283Clients
134Advisers
17 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
- 6948422
- Firm CRD
- 20999