Capitol Securities Management
47yrs
Top advisor by experience in Tampa
9yrs
Based in Tampa, Florida, Edward Calderin is a fiduciary financial advisor with 9 years of industry experience. Edward joined Strategic Advisers in 2025, after five years at Fidelity Personal and Workplace Advisors and less than a year at Integrity Alliance. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?More experience than 56% of advisors at Strategic Advisers
Office3000 Bayport Dr Suite 800, Tampa, FL 33607
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2020 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Sep 2019 – Mar 2020Integrity Alliance, LLC.Previously
- Oct 2017 – Jan 2018UBS Financial Services Inc.Previously
Contact Edward
(617) 563-7000Firm headquarters in Boston, MA. Ask for Edward. 3000 Bayport Dr Suite 800Tampa, FL 33607Office · Get directions
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Questions to ask Edward
Tailored to Edward’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Edward
How do I contact Edward?
Call Strategic Advisers at (617) 563-7000 and ask for Edward Calderin. Edward works from the Tampa, FL office.
How long has Edward been a financial advisor?
Edward has been in the industry since 2017, about 9 years. More experience than 56% of advisors at Strategic Advisers.
What licenses does Edward hold?
Series 66. Tap any license on this page to see what it allows.
Is Edward a fiduciary?
Edward is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Edward paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Edward for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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