Anthony E. Kalinowski

RBF WEALTH ADVISORS

St. Louis, MO 63141

Some features on this profile are disabled

CRD#: 1666634

Professional summary

Anthony Edward Kalinowski, CFP®, who also goes by Kale Kalinowski, Tony Kalinowski, is a registered financial advisor currently at RBF WEALTH ADVISORS located in St. Louis, Missouri.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Anthony has worked at 6 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 3, Series 7, Series 9, Series 10, Series 24 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kale Kalinowski | Tony Kalinowski

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) Roman, Butler, Fullerton, Inc. 680 Craig Road, Suite 201, Creve Coeur, MO 63141. RIA. 160 hrs/mo; 160 during trading hrs. 2) TheRetirementInsiders podcast. 680 Craig Road, Suite 201, Creve Coeur, MO 63141. A non-financial podcast that demonstrates and teaches how individuals in retirement can live with vibrancy, fulfillment and purpose. Podcast owner, host and distributor. 3 hrs/mo; 3 during trading hrs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Edward Kalinowski'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®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

May 13, 2010 - Present

RBF WEALTH ADVISORS

Office #1: 680 Craig Road Suite 201, St. Louis, MO 63141

RIA

CRD#: 104771

St. Louis, MO

Past

June 30, 2023 - November 20, 2024

PRIVATE CLIENT SERVICES, LLC

CRD#: 120222

St Louis, MO

Past

February 24, 2010 - July 3, 2023

TRIAD ADVISORS LLC

CRD#: 25803

ST LOUIS, MO

Past

June 1, 2009 - February 26, 2010

MORGAN STANLEY

RIA

CRD#: 149777

CLAYTON, MO

Past

June 1, 2009 - February 26, 2010

MORGAN STANLEY

CRD#: 149777

CLAYTON, MO

Past

September 18, 1996 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

CLAYTON, MO

Past

July 31, 1993 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

CLAYTON, MO

Past

May 21, 1987 - July 31, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

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".

RBF WEALTH ADVISORS

LANG & BECKER, INC. | ROMAN BUTLER FULLERTON & CO | RBF WEALTH ADVISORS | RBF & CO. WEALTH ADVISORS

CRD#: 104771 / SEC#: 801-20351

RIA

Registered Investment Advisory firm - (3/1/1984 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.

Highlighted states indicate IAR registrations

IAR

Missouri
(5/13/2010)

IAR

Texas
(3/9/2012)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/24/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/21/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 6/22/1987

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 5/16/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 1/2/2023

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 1/2/2023

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 24

Date: 6/28/2010

General Securities Principal Examination

Principal/Supervisory Exam

Series 8

Date: 12/22/1992

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

RBF WEALTH ADVISORS

LANG & BECKER, INC. | ROMAN BUTLER FULLERTON & CO | RBF WEALTH ADVISORS | RBF & CO. WEALTH ADVISORS

CRD#: 104771 / SEC#: 801-20351

RIA

Registered Investment Advisory firm - (3/1/1984 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

680 Craig Road Suite 201, St. Louis, MO 63141

Mailing Address

Phone number

(314) 997-1652

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BROCHURE (2/10/2025)

FORM ADV PART 2A APPENDIX (WRAP PROGRAM BROCHURE) (2/10/2025)

Regulatory assets under management

Total Number of Accounts	2,255
AUM (Assets Under Management)	$ 647,718,410

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.

Similar Advisors

Aaron Ungerer

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Frontenac, MO

Dalton Stockton

WELLS FARGO CLEARING SERVICES, LLC

IAR

ST. LOUIS, MO

Michael Etheridge

CORNERSTONE WEALTH MANAGEMENT, LLC

IAR

ST. PETERS, MO

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Anthony E. Kalinowski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Edward Kalinowski's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

TRIAD ADVISORS LLC

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

Primary Firm SEC Registration

RBF WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 8/24/1992

Series 63

Date: 5/21/1987

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 3

Date: 6/22/1987

Series 7

Date: 5/16/1987

Series 9

Date: 1/2/2023

Series 10

Date: 1/2/2023

Series 24

Date: 6/28/2010

Series 8

Date: 12/22/1992

Current Firm

RBF WEALTH ADVISORS

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RBF WEALTH ADVISORS

TRUST BUT VERIFY

Similar Advisors