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John Calandro

Morgan Stanley

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About John Calandro

John Calandro is a financial advisor with over 40 years of experience in the financial services industry. John is currently registered with Morgan Stanley and holds a Series 7, 24, 39, 51, and 63 licenses. He has also earned the Certified Financial Planner designation. Prior to joining Morgan Stanley, John worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and SMH Capital Inc. John is a resident of Dallas, Texas.

Firm Information

John Calandro is currently registered with Morgan Stanley. Morgan Stanley is a Limited Liability Company based in PURCHASE, NY, formed in 2009. They offer a wide range of advisory services, including financial planning, pension consulting, educational seminars, and selection of other advisors. Their client base includes individuals, high-net-worth individuals, investment clubs, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Morgan Stanley manages approximately $10 billion to $50 billion in assets. Their website addresses are HTTP://WWW.MORGANSTANLEYCLIENTSERV.COM and HTTP://WWW.MORGANSTANLEY.COM.
Morgan Stanley

2000 WESTCHESTER AVENUE

PURCHASE, NY 10577-2530

$1.40T

Assets Under Management

335,385

Total Clients

23,624

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation advice

Asset allocation advice

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

See schedule d miscellaneous

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John Calandro’s Registration & Firm History

TX

05/28/2021 - Present

Morgan Stanley (Dallas TX)

TX

05/14/2009 - 06/01/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)

TX

01/02/2002 - 05/18/2009

SMH CAPITAL INC. (DALLAS TX)

GA

12/18/1992 - 12/31/2001

IFG NETWORK SECURITIES, INC. (ATLANTA GA)

GA

03/02/1987 - 12/31/1992

PLANNED INVESTMENTS INC. (ATLANTA GA)

NA

08/05/1986 - 03/23/1987

HALL SECURITIES CORPORATION

NA

06/02/1986 - 02/04/1987

FUNDING CAPITAL INC.

NA

03/04/1983 - 05/30/1986

HALL SECURITIES CORPORATION

NA

07/28/1980 - 03/02/1982

MUTUAL SERVICE CORPORATION

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Licenses & Designations

BC

Issued 08/21/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/06/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 08/18/1995

Series 24 - General Securities Principal Examination

BC

Issued 08/29/1985

Series 39 - Direct Participation Programs Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/1986

Series 7 - General Securities Representative Examination

BC

Issued 03/01/1982

Series 2 - Non-Member General Securities Examination

BC

Issued 07/17/1980

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for John Calandro. Review regulatory record here.
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