CALIBRE ADVISORY SERVICES, INC.
CRD #133333 SEC #801-63733 WALTHAM, MA 781-893-8040
SEC Registered
Total AUM
$2.3B
Discretionary
$1.1B
Employees
--
Clients
26
Accounts
1,622
Firm Details
- Organization Type
- Corporation
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 10, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BEATTY, DAVID, LEE | I | REGIONAL MANAGING DIRECTOR | NA | Control |
| BEATTY, DAVID, LEE | I | REGIONAL MANAGING DIRECTOR | NA | Control |
| BEATTY, DAVID, LEE | I | REGIONAL MANAGING DIRECTOR | NA | Control |
| BEATTY, DAVID, LEE | I | REGIONAL MANAGING DIRECTOR | NA | Control |
| BEATTY, DAVID, LEE | I | REGIONAL MANAGING DIRECTOR | NA | Control |
| BEATTY, DAVID, LEE | I | REGIONAL MANAGING DIRECTOR | NA | Control |
| BEATTY, DAVID, LEE | I | REGIONAL MANAGING DIRECTOR | NA | Control |
| BEATTY, DAVID, LEE | I | REGIONAL MANAGING DIRECTOR | NA | Control |
| BEATTY, DAVID, LEE | I | MANAGING DIRECTOR | NA | Control |
| BEATTY, DAVID, LEE | I | REGIONAL MANAGING DIRECTOR | NA | Control |
| BEATTY, DAVID, LEE | I | REGIONAL MANAGING DIRECTOR | NA | Control |
| DINSMORE, RICHARD, WILSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DINSMORE, RICHARD, WILSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DINSMORE, RICHARD, WILSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DINSMORE, RICHARD, WILSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DINSMORE, RICHARD, WILSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DINSMORE, RICHARD, WILSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DINSMORE, RICHARD, WILSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DINSMORE, RICHARD, WILSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DINSMORE, RICHARD, WILSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DINSMORE, RICHARD, WILSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DINSMORE, RICHARD, WILSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DINSMORE, RICHARD, WILSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANK, GLENN, EDWARD | I | SENIOR INVESTMENT CONSULTANT | NA | Control |
| FRANK, GLENN, EDWARD | I | SENIOR INVESTMENT CONSULTANT | NA | Control |
| FRANK, GLENN, EDWARD | I | SENIOR INVESTMENT CONSULTANT | NA | Control |
| FRANK, GLENN, EDWARD | I | SENIOR INVESTMENT CONSULTANT | NA | Control |
| FRANK, GLENN, EDWARD | I | SENIOR INVESTMENT CONSULTANT | NA | Control |
| FRANK, GLENN, EDWARD | I | SENIOR INVESTMENT CONSULTANT | NA | Control |
| FRANK, GLENN, EDWARD | I | SENIOR INVESTMENT CONSULTANT | NA | Control |
| FRANK, GLENN, EDWARD | I | SENIOR INVESTMENT CONSULTANT | NA | Control |
| FRANK, GLENN, EDWARD | I | SENIOR INVESTMENT CONSULTANT | NA | Control |
| FRANK, GLENN, EDWARD | I | SENIOR MANAGER | NA | Control |
| FRANK, GLENN, EDWARD | I | SENIOR INVESTMENT CONSULTANT | NA | Control |
| FRANK, GLENN, EDWARD | I | SENIOR INVESTMENT CONSULTANT | NA | Control |
| GLASSBERG, DANIEL, (NMN) | I | SENIOR VICE PRESIDENT & SECRETARY | NA | Control |
| GLASSBERG, DANIEL, (NMN) | I | SENIOR VICE PRESIDENT & SECRETARY | NA | Control |
| GLASSBERG, DANIEL, (NMN) | I | SENIOR VICE PRESIDENT & SECRETARY | NA | Control |
| MUCCIARONE, SUSAN, PATRICIA | I | PRESIDENT | NA | Control |
| MUCCIARONE, SUSAN, PATRICIA | I | PRESIDENT | NA | Control |
| OLIVER, STEPHEN, PRESTON | I | MANAGING DIRECTOR | NA | Control |
| OLIVER, STEPHEN, PRESTON | I | MANAGING DIRECTOR | NA | Control |
| OLIVER, STEPHEN, PRESTON | I | MANAGING DIRECTOR | NA | Control |
| OLIVER, STEPHEN, PRESTON | I | MANAGING DIRECTOR | NA | Control |
| OLIVER, STEPHEN, PRESTON | I | MANAGING DIRECTOR | NA | Control |
| OLIVER, STEPHEN, PRESTON | I | SENIOR DIRECTOR | NA | Control |
| OLIVER, STEPHEN, PRESTON | I | MANAGING DIRECTOR | NA | Control |
| OLIVER, STEPHEN, PRESTON | I | MANAGING DIRECTOR | NA | Control |
| OLIVER, STEPHEN, PRESTON | I | SENIOR MANAGER | NA | Control |
| OLIVER, STEPHEN, PRESTON | I | SENIOR DIRECTOR | NA | Control |
| OLIVER, STEPHEN, PRESTON | I | SENIOR DIRECTOR | NA | Control |
| PRICKETT, FRANK, DANIEL | I | PRESIDENT | NA | Control |
| PRICKETT, FRANK, DANIEL | I | PRESIDENT | NA | Control |
| PRICKETT, FRANK, DANIEL | I | PRESIDENT | NA | Control |
| PRICKETT, FRANK, DANIEL | I | PRESIDENT | NA | Control |
| PRICKETT, FRANK, DANIEL | I | PRESIDENT | NA | Control |
| PRICKETT, FRANK, DANIEL | I | PRESIDENT | NA | Control |
| PRICKETT, FRANK, DANIEL | I | PRESIDENT | NA | Control |
| PRICKETT, FRANK, DANIEL | I | PRESIDENT | NA | Control |
| PRICKETT, FRANK, DANIEL | I | PRESIDENT | NA | Control |
| PRICKETT, FRANK, DANIEL | I | PRESIDENT | NA | Control |
| WURTZ, THOMAS, JOHN | I | EXEC. VICE PRESIDENT & TREASURER | NA | Control |
| WURTZ, THOMAS, JOHN | I | EXEC. VICE PRESIDENT & TREASURER | NA | Control |
| WURTZ, THOMAS, JOHN | I | EXEC. VICE PRESIDENT & TREASURER | NA | Control |
| WACHOVIA BANK, N.A. | DE | PARENT COMPANY | E | Control |
| WACHOVIA BANK, N.A. | DE | PARENT COMPANY | E | Control |
| WACHOVIA BANK, N.A. | DE | PARENT COMPANY | E | Control |
| WACHOVIA BANK, N.A. | DE | PARENT COMPANY | E | Control |
| WACHOVIA CORPORATION | DE | PARENT COMPANY | E | Control |
| WACHOVIA CORPORATION | DE | PARENT COMPANY | E | Control |
| WACHOVIA CORPORATION | DE | PARENT COMPANY | E | Control |
| WACHOVIA CORPORATION | DE | PARENT COMPANY | E | Control |
| WACHOVIA CORPORATION | DE | PARENT COMPANY | E | Control |
| WACHOVIA CORPORATION | DE | PARENT COMPANY | E | Control |
| WACHOVIA CORPORATION | DE | PARENT COMPANY | E | Control |
| WACHOVIA CORPORATION | DE | PARENT COMPANY | E | Control |
| WELLS FARGO & COMPANY | DE | PARENT OF WACHOVIA BANK, N.A. | E | Control |
Registrations
Federal
IA
Jun 10, 2005 REGISTERED
Notice Filings (8)
CT FL IN MA NC NH PA VT
Address
800 SOUTH STREETSUITE 195
WALTHAM, MA 2453
USA
Phone: 781-893-8040