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Steve Salvatore Caltagirone

Mission Wealth Management, LP

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About Steve Salvatore Caltagirone

Steve Salvatore Caltagirone is a financial advisor with Mission Wealth Management, LP. Steve has been in the industry since 1999 and has worked for BANC OF AMERICA SECURITIES LLC and Mission Wealth Management, LLC. Steve has a Series 7, 63 and 65 license and holds the designation of Certified Financial Planner. Steve currently works with a variety of clients including individuals, high-net-worth individuals, corporations, and charitable organizations. Steve is dedicated to providing comprehensive financial planning and investment advice to clients.

Firm Information

Steve Caltagirone is currently registered with Mission Wealth Management, LP. Mission Wealth Management, LP is a Santa Barbara, California-based investment advisor with approximately $7.07 billion in regulatory assets under management. The firm primarily serves high-net-worth individuals, charities, and corporations. They offer a range of services, including financial planning, pension consulting, portfolio management, and selection of other advisors. The firm also provides family wealth management services and has a dedicated focus on working with schools.
Mission Wealth Management, LP

1111 CHAPALA STREET

SANTA BARBARA, CA 93101

$7.07B

Assets Under Management

10

Total Clients

77

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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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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family wealth management

Family wealth management

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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Steve Caltagirone’s Registration & Firm History

ID

01/17/2017 - Present

Mission Wealth Management, LP (Boise ID)

NY

06/08/1999 - 06/28/2000

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/09/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/20/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/07/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steve Salvatore Caltagirone.
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