Courtney Calotta has been an investment adviser representative at Donalies Financial Planning since January 2025, and is not listed among the firm’s executive officers or direct owners. Courtney Calotta holds a B.S. in Financial Economics from the University of Maryland, Baltimore County.
Donalies Financial Planning, LLC is a firm with $205M under management, 135 clients and 4 advisers across 5 offices, as of its March 2026 filing.
Courtney Calotta is Lead Advisor of Donalies Financial Planning, based in Washington, DC. She introduces clients to the firm's software tools, gathers information for financial plans and provides financial planning advice to clients. She is an active member of the XY Planning Network and the National Association of Personal Financial Advisors.
Courtney Calotta’s longest registration was 3 years at Gallant Financial Planning, LLC (2021–2024). Before joining Donalies Financial Planning in 2025, Courtney Calotta was registered through Gallant Financial Planning, LLC.
- – present · 1 yearChester, VT · Adviser representative · Firm CRD 164700
- Gallant Financial Planning, LLC– · 3 yearsNew York, NY · Adviser representative · Firm CRD 151519
Professional designations
Listed by Donalies Financial Planning
- CERTIFIED FINANCIAL PLANNER™
Investment adviser representative registrations
Courtney Calotta is registered as an investment adviser representative in New York, since January 2025.
- New YorkSince 5 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 July 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Courtney Hunter Calotta
- CRD
- 7426787
- Firm
- Donalies Financial Planning · CRD 164700
- Office
- Chester, VT
- Registration
- Investment adviser registration
- In the industry since
- August 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- donaliesfp.com
Where does Courtney Calotta work?
Courtney Calotta is an investment adviser representative registered through Donalies Financial Planning, LLC since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Courtney Calotta a financial advisor?
Yes. Courtney Calotta has a current investment-adviser registration in New York, through Donalies Financial Planning since January 2025.
How many years of experience does Courtney Calotta have?
Courtney Calotta has 5 years in the financial industry, since August 2021, across 2 adviser firms.
What exams has Courtney Calotta passed?
Courtney Calotta passed the Series 65 in July 2021.
Where did Courtney Calotta work before Donalies Financial Planning?
Before Donalies Financial Planning, Courtney Calotta was registered through Gallant Financial Planning, LLC, August 2021 to December 2024.
Where is Courtney Calotta based?
Courtney Calotta’s registered office is in Chester, VT.
Is Courtney Calotta registered with FINRA?
No. Courtney Calotta has no current broker registration.
Is Courtney Calotta a CFP?
Donalies Financial Planning lists Courtney Calotta with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
How can I verify Courtney Calotta’s record?
Search CRD 7426787 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Courtney Calotta’s full registration record.