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

Saad Rahmouni

Gregory Rhodes

Debbie Mitchell

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

The Operations and Support Specialists team at Calton & Associates, Inc. encompasses a diverse group of professionals dedicated to ensuring the seamless operation of the firm's services. This team manages key aspects such as financial transactions, technical support, regulatory compliance, advisory operations, and insurance licensing. They collectively ensure that both clients and financial advisors receive the highest level of support and efficiency in their daily operations.

Operations and Support Specialists

The Leadership Team at Calton & Associates, Inc. is responsible for setting the strategic direction of the firm, ensuring financial stability, and overseeing compliance and regulatory adherence. Comprised of the CEO, Chief Financial Officer, and the CEO & CCO, this team works collaboratively to maintain the firm's independence, enhance service offerings, and support the professional growth of its associates, ensuring excellence in financial advisory and brokerage services.

Calton & Associates, Inc.

Org chart

Teams

Financial and Trading Operations

Operations and Support Specialists

Leadership Team

Offices

Calton & Associates, Inc.

Org chart

Teams

Financial and Trading Operations

Operations and Support Specialists

Leadership Team

Offices

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