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BK

Brandon C. Kaletkowski

TRUIST ADVISORY SERVICES
FORT LAUDERDALE, FL 33301
Some features on this profile are disabled
CRD#: 5110563
BK

Professional summary

Brandon Chance Kaletkowski, who also goes by Brandon C Kaletkowski, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Fort Lauderdale, Florida and TRUIST INVESTMENT SERVICES, INC. located in Miami, Florida.

Brandon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Brandon has worked at 6 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brandon C Kaletkowski

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.
NAME OF THE OTHER BUSINESS: Addison Capital INVESTMENT- RELATED:YES ADDRESS OF THE OTHER BUSINESS: 20 Ash Street, Suite 300, Conshohocken, PA 19428 YOUR POSITION OR TITLE: Vice President, Wealth Advisor NATURE OF THE OTHER BUSINESS:Financial Institution START DATE: 10/18/2023 APPROXIMATE NUMBER OF HOURS/MONTH: 152 APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS: 152 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS: Generate new business for wealth management and retirement planning

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Chance Kaletkowski'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

March 19, 2024 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 515 East Las Olas Boulevard 4th Floor, Fort Lauderdale, FL 33301
RIA
CRD#: 283390
FORT LAUDERDALE, FL
Current

March 13, 2024 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 777 Brickell Ave Fl 9, Miami, FL 33131Office #2: 515 E Las Olas Blvd Fl 4, Fort Lauderdale, FL 33301Office #3: 125 Worth Ave, Palm Beach, FL 33480Office #4: 150 S Us Highway 1 Fl 4, Jupiter, FL 33477-5166Office #5: 1 Town Center Rd Ste 200, Boca Raton, FL 33483-1022
BD
CRD#: 17499
Miami, FL
Past

December 14, 2023 - February 2, 2024

ADDISON CAPITAL

RIA
CRD#: 144853
CONSHOHOCKEN, PA
Past

August 12, 2014 - December 3, 2018

SORRENTO PACIFIC FINANCIAL, LLC

BD
CRD#: 127787
RED BANK, NJ
Past

March 28, 2013 - April 2, 2013

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
VERO BEACH, FL
Past

May 10, 2011 - March 8, 2013

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
PRINCETON, NJ
Past

April 10, 2007 - March 30, 2011

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
JACKSONVILLE BEACH, FL

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".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA
Registered Investment Advisory firm - (5/18/2016 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.
RR
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

RR
Florida
(3/14/2024)
IAR
Florida
(3/19/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 4/22/2024
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/14/2023
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/12/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/23/2010
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/9/2007
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA
Registered Investment Advisory firm - (5/18/2016 Approved)
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Contact information

Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (10/31/2025)
TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts124,363
AUM (Assets Under Management)$ 67,736,740,585

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
04/24/2025
Cover Page
Report
03/28/2024
Cover Page
Report
04/26/2023
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.

Company Information

TRUIST ADVISORY SERVICES, INC.

CRD#: 283390Fort Lauderdale, FL 33301

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