# CALIBRE ADVISORY SERVICES, INC.

CALIBRE ADVISORY SERVICES, INC. of WALTHAM, MA is an SEC-registered investment adviser.

## Registration

- CRD: 133333
- Type: SEC-registered investment adviser
- SEC file number: 801-63733
- Location: 800 SOUTH STREET, SUITE 195, WALTHAM, MA, 02453
- Phone: 781-893-8040
- Latest filing: 2010-03-30
- Regulatory AUM: $2.4B
- Discretionary AUM: $2.4B
- Non-discretionary AUM: $54.7M
- Clients: 11
- Accounts: 2,512

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| BEATTY DAVID LEE | MANAGING DIRECTOR; REGIONAL MANAGING DIRECTOR | — |
| OLIVER STEPHEN PRESTON | MANAGING DIRECTOR; SENIOR DIRECTOR; SENIOR MANAGER | — |
| FRANK GLENN EDWARD | SENIOR INVESTMENT CONSULTANT; SENIOR MANAGER | — |
| DINSMORE RICHARD WILSON | CHIEF COMPLIANCE OFFICER | — |
| PRICKETT FRANK DANIEL | PRESIDENT | — |
| GLASSBERG DANIEL NMN | SENIOR VICE PRESIDENT & SECRETARY | — |
| MUCCIARONE SUSAN PATRICIA | PRESIDENT | — |
| WURTZ THOMAS JOHN | EXEC. VICE PRESIDENT & TREASURER | — |
| GLASSBERG DANIEL | SENIOR VICE PRESIDENT & SECRETARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/133333/brochure
- Similar advisers: https://search.stillhousedata.com/firm/133333/similar
- Related entities: https://search.stillhousedata.com/firm/133333/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/133333

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.