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Steven Kalachman

Some features on this profile are disabled
CRD#: 3110538
SK

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Steven Kalachman was a registered financial professional .

Steven is a previously registered financial professional and started their career in finance in 1998. Steven had worked at 2 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
Steven Kalachman is also the sole 100% owner of Steven Kalachman LLC, a New York State licensed real estate broker. This business only advises clients with respect to purchase, sale or lease of real estate properties, not securities or other financial investments. There are no conflicts of interest. The address of this business is 42 Yeoman Drive East Northport, NY 11731. Steven Kalachman LLC does not have any employees or other agents. Steven Kalachman is a real estate broker and represents sellers, buyers, landlords and tenants and spends up 160 hours per month on real estate related activities. The specific hours he spends on the real estate business vary, and may partly or fully be during trading hours, as well as before trading hours, after trading hours and on weekends. He is paid on a purely commission basis based solely on closed transactions. Steven Kalachman LLC has been in operation since December 2014. From December 2011 to December 2014 (prior to the formation of Steven Kalachman LLC), he operated as New York state real estate broker under his own name.

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

March 31, 2022 - October 28, 2024

SUNPILLAR FINANCIAL ADVISORS LLC

RIA
CRD#: 156427
EAST NORTHPORT, NY
Past

September 10, 1998 - July 2, 2003

BNY CAPITAL MARKETS INC.

BD
CRD#: 18303
NEW YORK, NY

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 11/12/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 9/9/1998
General Securities Representative Examination

Current Firm

SF
SUNPILLAR FINANCIAL ADVISORS LLC
SUNPILLAR FINANCIAL ADVISORS LLC

CRD#: 156427 / SEC#:

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Contact information

Main Address
42 Yeoman Drive, East Northport, NY 11731
Mailing Address
Phone number
(646) 285-3493
Established
Firm type
Fiscal year end
# of Employees
0

Documents

Latest Form ADV

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.

Company Information

SUNPILLAR FINANCIAL ADVISORS LLC

CRD#: 156427

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