Linda R. Kalata

BPP WEALTH SOLUTIONS

Denville, NJ

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CRD#: 1613918

Professional summary

Linda Rosa Kalata, who also goes by Linda Rose Kalata, Linda R Kalata, Linda Rosa Kalata, Linda Denise Rosa, Linda Denise Rosa Kalata, Linda Denise Rosa-kalata, Linda Denise Rosakalata, is a registered financial advisor currently at BPP WEALTH SOLUTIONS, LLC located in Denville, New Jersey and MUTUAL SECURITIES, INC. located in Basking Ridge, New Jersey.

Linda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Linda has worked at 13 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7, Series 51, Series 24, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. BPP Wealth Solutions, LLC., Start Date: 04/14/2025, 25 Mountainview Blvd., Ste. 202A, Basking Ridge, NJ 07920, LLC, RIA, Director of Operations, Operations and Client Service Administration and Oversight, Investment Related, 160 Hours per month, 8 Hours per day during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Linda Rosa Kalata's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 12, 2025 - Present

BPP WEALTH SOLUTIONS, LLC

RIA

CRD#: 166962

Denville, NJ

Current

May 6, 2025 - Present

MUTUAL SECURITIES, INC.

Office #1: 25 Mountainview Blvd At 100 Marketplace Ste 202a, Basking Ridge, NJ 07920

CRD#: 13092

Basking Ridge, NJ

Past

April 28, 2023 - January 8, 2025

PREMIER PATH WEALTH PARTNERS, LLC

RIA

CRD#: 325300

MADISON, NJ

Past

July 9, 2012 - May 1, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

FLORHAM PARK, NJ

Past

July 9, 2012 - May 1, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

FLORHAM PARK, NJ

Past

June 4, 2012 - June 28, 2012

MORGAN STANLEY

RIA

CRD#: 149777

SHORT HILLS, NJ

Past

March 18, 2011 - June 28, 2012

MORGAN STANLEY

CRD#: 149777

SHORT HILLS, NJ

Past

March 24, 2004 - February 18, 2011

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

Past

December 15, 1999 - February 11, 2004

THOMAS WEISEL PARTNERS LLC

CRD#: 46237

SAN FRANCISCO, CA

Past

May 1, 1998 - January 5, 2000

DB ALEX. BROWN LLC

CRD#: 17790

BALTIMORE, MD

Past

May 28, 1996 - April 24, 1998

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

Past

January 17, 1996 - May 28, 1996

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

June 28, 1995 - December 1, 1995

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

NEW YORK, NY

Past

December 13, 1991 - April 11, 1995

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

NEW YORK, NY

Past

September 1, 1989 - December 7, 1989

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

May 25, 1988 - August 26, 1989

THOMSON MCKINNON SECURITIES INC.

CRD#: 829

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BPP WEALTH SOLUTIONS, LLC

CRD#: 166962 / SEC#: 801-77658

RIA

Registered Investment Advisory firm - (2/25/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

New Jersey
(5/6/2025)

IAR

New Jersey
(9/12/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/30/2012

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/19/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/2/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/21/1988

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 3/24/2003

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 11/16/2000

General Securities Principal Examination

Principal/Supervisory Exam

Series 10

Date: 11/16/1999

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 11/16/1999

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

Current Firm

BPP WEALTH SOLUTIONS, LLC

CRD#: 166962 / SEC#: 801-77658

RIA

Registered Investment Advisory firm - (2/25/2013 Approved)

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Contact information

Main Address

25 Mountainview Blvd., Suite 202a, Basking Ridge, NJ 07920

Mailing Address

Phone number

(908) 442-7750

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BPP PART 2A - DISCLOSURE BROCHURE (10/9/2025)

Regulatory assets under management

Total Number of Accounts	393
AUM (Assets Under Management)	$ 228,295,226

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/25/2025	Cover Page	Report
11/19/2024	Cover Page	Report
09/12/2023	Cover Page	Report
10/24/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Linda R. Kalata

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Linda Rosa Kalata's CRS (Customer Relationship Summary).

Certified licenses

Experience

MUTUAL SECURITIES, INC.

PREMIER PATH WEALTH PARTNERS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY

MORGAN STANLEY

RBC CAPITAL MARKETS, LLC

THOMAS WEISEL PARTNERS LLC

DB ALEX. BROWN LLC

J.P. MORGAN SECURITIES LLC

LEHMAN BROTHERS INC.

CREDIT SUISSE SECURITIES (USA) LLC

CREDIT SUISSE SECURITIES (USA) LLC

CITIGROUP GLOBAL MARKETS INC.

THOMSON MCKINNON SECURITIES INC.

Primary Firm SEC Registration

BPP WEALTH SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/30/2012

Series 63

Date: 5/19/2004

Series 7TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 5/21/1988

Series 51

Date: 3/24/2003

Series 24

Date: 11/16/2000

Series 10

Date: 11/16/1999

Series 9

Date: 11/16/1999

FINRA

Current Firm

BPP WEALTH SOLUTIONS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BPP WEALTH SOLUTIONS, LLC

TRUST BUT VERIFY

Contact information

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