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Carlin Rose Calcaterra

Ares Wealth Management Solutions, LLC

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About Carlin Rose Calcaterra

Carlin Calcaterra is a financial advisor with over 10 years of experience in the industry. Carlin is currently registered with Ares Wealth Management Solutions, LLC. Carlin has previously worked with MGI Funds Distributors, LLC and Goldman Sachs & Co. LLC. Carlin has a Series 7, Series 63, and SIE license and is registered in 53 states and the District of Columbia. Carlin has an active Broker-Dealer scope and is not currently active as an Investment Advisor.

Firm Information

Carlin Calcaterra is currently registered with Ares Wealth Management Solutions, LLC. Ares Wealth Management Solutions, LLC is a Limited Liability Company formed on December 21, 2001. The firm is registered with the SEC and all 50 states as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

35

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Carlin Calcaterra’s Registration & Firm History

CO

03/31/2022 - Present

Ares Wealth Management Solutions, LLC (DENVER CO)

CO

08/09/2021 - 03/17/2022

MGI FUNDS DISTRIBUTORS, LLC (Denver CO)

NY

08/22/2012 - 08/31/2020

GOLDMAN SACHS & CO. LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/23/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/21/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carlin Rose Calcaterra.
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