Owner and Chief Executive Officer · Claremont Financial Group,inc.
Gaetano H. Scalzo
CRD 7046528 · Named on Form ADV at one SEC-registered adviser
At a glance
Claremont Financial Group,inc., an SEC-registered wealth manager based in Claremont, CA with $140 million in regulatory assets, lists Gaetano H. Scalzo on its Form ADV as Owner and Chief Executive Officer, a control person.
Firms and roles
- Claremont Financial Group,inc.Owner and Chief Executive OfficerWealth manager · Claremont, CA · $140M in regulatory assets
AtlasMembers
Gaetano’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Bruce L. DavidsonChief Compliance Officer, Claremont Financial Group,inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gaetano’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.