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Clinton Daniel McCalla

Meira Wealth

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About Clinton Daniel McCalla

Clinton McCalla is a financial advisor registered with Meira Wealth. Clinton is also registered with the state of Texas and Florida. Clinton has been in the industry since 2014 and holds a Series 65 license. Clinton is also a Certified Financial Planner. Clinton specializes in financial planning, portfolio management for individuals, and portfolio management for businesses.

Firm Information

Clinton McCalla is currently registered with Meira Wealth. Meira Wealth is an investment advisor based in CORAL CABLES, FL, United States. The firm provides financial planning, portfolio management for individuals and businesses. Meira Wealth manages approximately $267,282,919 in assets for 782 accounts. They primarily serve high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.
Meira Wealth

121 ALHAMBRA PLAZA

CORAL CABLES, FL 33134

$267.28M

Assets Under Management

8

Total Clients

5

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Clinton McCalla’s Registration & Firm History

FL

10/03/2023 - Present

Meira Wealth (CORAL CABLES FL)

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Licenses & Designations

IA

Issued 04/29/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Clinton Daniel McCalla.
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