DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Calvin J Celentano
Certified Financial Planner · Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Cj Celentano
At current firm
0 y
since Feb 25, 2026
In the industry
15 y
since Aug 26, 2011 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Schwab Wealth Advisory, Inc. no RAUM currentsince Feb 25, 2026 · Pacific Grove, Ca
- Strategic Advisers LLC national BDMar 31, 2025 to Feb 11, 2026 · Carmel, Ca
- Fidelity Personal And Workplace Advisors formerNov 18, 2019 to Mar 31, 2025 · San Diego, Ca
- Td Ameritrade Investment Management, LLC formerFeb 7, 2019 to Nov 7, 2019 · San Diego, Ca
- Td Ameritrade, Inc. formerFeb 7, 2019 to Nov 7, 2019 · San Diego, Ca
- Epstein And White Financial LLC formerJun 20, 2018 to Dec 26, 2018 · San Diego, Ca
- Strategic Advisers LLC national BDOct 18, 2012 to Jan 4, 2018 · Campbell, Ca
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFeb 21, 2012 to Oct 8, 2012 · San Jose, Ca
Moves
a registration end followed by a registration begin elsewhere
- Strategic Advisers LLC to Schwab Wealth Advisory, Inc.left Feb 11, 2026, registered Feb 25, 2026 (14 days) · Other · moved with a team
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Td Ameritrade Investment Management, LLC to Fidelity Personal And Workplace Advisorsleft Nov 7, 2019, registered Nov 18, 2019 (11 days) · RIA to affiliated broker-dealer or bank
- Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLCleft Nov 7, 2019, registered Feb 7, 2019 (-273 days) · channel change inside one enterprise, not a move · moved with a team
- Epstein And White Financial LLC to Td Ameritrade, Inc.left Dec 26, 2018, registered Feb 7, 2019 (43 days) · Other
- Strategic Advisers LLC to Epstein And White Financial LLCleft Jan 4, 2018, registered Jun 20, 2018 (167 days) · Affiliated broker-dealer or bank to independent RIA
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Strategic Advisers LLCleft Oct 8, 2012, registered Oct 18, 2012 (10 days) · Wirehouse to affiliated broker-dealer or bank
Signals
- Calvin J Celentano left Strategic Advisers Llc for Schwab Wealth Advisory, Inc. (registered 2026-02-25)Feb 11, 2026 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- No RAUM reportedderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address