TK
Todd C. Kalish
PARK EDGE ADVISORS
CLEVELAND, OH 44113
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CRD#: 2865875
TK
Professional summary
Todd Clark Kalish is a registered financial advisor currently at PARK EDGE ADVISORS, LLC located in Cleveland, Ohio.
Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Todd has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Mr. Kalish is the individual owner of multiple rental properties. In his capacity as landlord, he receives monthly compensation. He first began renting property in 1993, and does not spend any time during trading hours on this business; Chargunn LLC (non-investment related) - rental property holding company, since February 2015. Time spent during trading hours: 0; Park Edge Group LLC (Investment related) - LLC used to receive revenue from Mr. Kalish's financial advisory business. Hours spent on maintaining the entity: 5; Catholic Diocese - Board Member (non-investment related), Hours spent during trading hours: 0; Mr. Kalish is a licensed insurance agent who sells life and health insurance with various insurance companies and receives standard commissions. He spends 2 hours per month on these activities. Fixed Insurance, fixed insurance PEG Tremont Properties; Investment related: No; 2360 W 11th St. Cleveland OH 44113 USA; Investment Rental property; Owner; 2021-12-31; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Landlord. Rocky River Partners; Investment related: Yes; 1250 Linda St. STE 304 Rocky River Ohio 44116 USA; Cleveland Capital LP; Investor; 2008-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1. Cleveland Capital Partners; Investment related: Yes; 1250 Linda St. STE 304 Rocky River OH 44116 USA; 2013-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1. Rocky River Specific Opportunities; Investment related: Yes; 1250 Linda St. STE 304 Rocky River OH 44116 USA; Investment into Private Placement; Investor; 2019-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1. River SaaS Capital - Equity Fund LLC; Investment related: Yes; 31390 Viking Pkwy Westlake OH 44145 USA; Private Placement; Investor; 2019-12-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1;
CRS (Client Relationship Summary) - RIA
Click below to view Todd Clark Kalish's 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®
NoneExperience
Current
July 1, 2022 - Present
PARK EDGE ADVISORS, LLC
Office #1: 2360 W 11th St, Cleveland, OH 44113RIA
CRD#: 317521
CLEVELAND, OH
Past
October 18, 2017 - July 5, 2022
MCDONALD PARTNERS LLC
RIA
CRD#: 135414
CLEVELAND, OH
Past
October 18, 2017 - July 5, 2022
MCDONALD PARTNERS LLC
BD
CRD#: 135414
CLEVELAND, OH
Past
June 1, 2009 - October 18, 2017
MORGAN STANLEY
RIA
CRD#: 149777
CLEVELAND, OH
Past
June 1, 2009 - October 18, 2017
MORGAN STANLEY
BD
CRD#: 149777
CLEVELAND, OH
Past
June 3, 2008 - June 1, 2009
MORGAN STANLEY & CO. LLC
RIA
CRD#: 8209
CLEVELAND, OH
Past
May 30, 2008 - June 1, 2009
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
CLEVELAND, OH
Past
February 21, 2006 - June 23, 2008
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
CLEVELAND, OH
Past
February 21, 2006 - June 23, 2008
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
CLEVELAND, OH
Past
September 28, 2000 - February 21, 2006
LEGG MASON WOOD WALKER, INCORPORATED
RIA
CRD#: 6555
CLEVELAND, OH
Past
August 18, 2000 - February 21, 2006
LEGG MASON WOOD WALKER, INCORPORATED
BD
CRD#: 6555
BALTIMORE, MD
Past
June 4, 1997 - August 22, 2000
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
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".
PE
PARK EDGE ADVISORS, LLC
PARK EDGE | WEALTH WORTHY WOMEN | PARK EDGE ADVISORS, LLC
CRD#: 317521 / SEC#: 801-125820
RIA
Registered Investment Advisory firm - (6/6/2022 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
Ohio(7/1/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
PE
PARK EDGE ADVISORS, LLC
PARK EDGE | WEALTH WORTHY WOMEN | PARK EDGE ADVISORS, LLC
CRD#: 317521 / SEC#: 801-125820
RIA
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Contact information
Main Address
2360 W 11th St, Cleveland, OH 44113
Mailing Address
Phone number
(216) 727-0144
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 821 |
| AUM (Assets Under Management) | $ 438,144,994 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
