Co-President · Calvert Wealth Management, Inc.
John T. Stone
CRD 5365268 · Named on Form ADV at one SEC-registered adviser
At a glance
Calvert Wealth Management, Inc., an SEC-registered wealth manager based in Dunkirk, MD with $190 million in regulatory assets, lists John T. Stone on its Form ADV as Co-President, a control person.
Firms and roles
- Calvert Wealth Management, Inc.Co-PresidentWealth manager · Dunkirk, MD · $190M in regulatory assets
AtlasMembers
John’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
- Kelly C. SheahanCo-President, Chief Compliance Officer, Calvert Wealth Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.