Calton & Associates, Inc. is a nationwide Independent broker dealer and investment advisory firm. Our focus on Independence is a key reason why Calton is the clear firm of choice for clients seeking the industry's premier financial professionals.

Now in our 32nd year of providing excellent tools and support, we offer one of the widest selections of products and services available from any firm, anywhere.  We welcome you to explore some of the educational resources available on this site.  Most importantly, please remember that our growing team of associates is always available to provide valuable one-on-one consultations.

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Insurance

Investment Management

Calton & Associates, Inc.

Calton & Associates, Inc.'s headquarters in Tampa, FL, United States

Scott Milmatch

Randy Ciccati

Lorraine Welch

Ramu Singh

Saad Rahmouni

Craig Merkt

Gregory Rhodes

Debbie Mitchell

This department provides expert financial advice and consultation to clients to help them achieve their financial goals.

Financial Services

The Financial and Trading Operations team at Calton & Associates, Inc. manages and executes trades, provides expert financial planning, and offers investment advice and services to clients. This team leverages a wide array of financial products, including municipal bonds and fixed income securities, and provides personalized consultations to ensure that clients receive tailored, high-quality investment solutions.

Financial and Trading Operations

This department oversees compliance with regulations and manages administrative functions within the organization.

Compliance and Administration

This department provides personalized financial advice and guidance to clients, helping them manage their investments and achieve their financial goals.

Financial Advisory Services

This department focuses on managing and optimizing operational processes and workflows within the organization.

Operations Department

This department provides financial advisory and wealth management services to clients.

Calton & Associates, Inc.

Org chart

Teams

Financial Services

Financial and Trading Operations

Compliance and Administration

Financial Advisory Services

Operations Department

Wealth Management

Offices

Calton & Associates, Inc.

Org chart

Teams

Financial Services

Financial and Trading Operations

Compliance and Administration

Financial Advisory Services

Operations Department

Wealth Management

Offices

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