Gaetano Henry Scalzo
Investment adviser representative at Claremont Financial Group,inc.
11 yearsExperience
1 stateRegistered in
$140MFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Capital Investment Group IncNov 2020 to now
- Claremont Financial Group, Inc.Nov 2018 to now
- Endless Sun SurfJul 2018 to Sep 2018
- Robert Hord RefinishingApr 2017 to Nov 2018
- The ButcheryFeb 2017 to Apr 2017
- Orange Coast CollegeJan 2017 to May 2017
- Duffy Electric BoatsOct 2015 to Dec 2016
- California State University FullertonAug 2015 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Claremont Financial Group,inc.
$140MAssets managed
275Clients
1Advisers
26 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
- 7046528
- Firm CRD
- 107806