Philip Steven Franco
Investment adviser representative at Calton & Associates, Inc.
10 yearsExperience
1 stateRegistered in
$1.6BFirm assets
17 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 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
10 years in the industry.
- Calton & Associates, Inc.Jul 2024 to now
- UnemployedApr 2024 to Jun 2024
- Virtuoso ValetJan 2024 to Apr 2024
- AbmmDec 2022 to Jan 2024
- Virtuoso ValetJun 2021 to Dec 2022
- University of TampaJun 2020 to Jun 2021
- Downtown FreeholdMay 2018 to Mar 2019
- Battleview OrchardsJun 2017 to Nov 2017
- Freehold Borough High SchoolJun 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7763695
- Firm CRD
- 20999