Vincent Salvatore Caltagirone
Investment adviser representative at Mission Wealth Management, LP
10 yearsExperience
1 stateRegistered in
$17BFirm assets
24 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 fee
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.
- Mission Wealth Management, LPMar 2026 to now
- College StudentSep 2022 to now
- Fidelity InvestmentsJun 2025 to Aug 2025
- Superba F+bSep 2023 to Oct 2024
- High School StudentAug 2018 to Jun 2022
- Unemployed/studentApr 2016 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Mission Wealth Management, LP
$17BAssets managed
5,341Clients
138Advisers
24 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
- 8248783
- Firm CRD
- 113057