AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
CC

Christopher J. Calvert

Some features on this profile are disabled
CRD#: 5207227
CC

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.

Christopher James Calvert, who also goes by Christopher James Calvert, was a registered financial professional .

Christopher is a previously registered financial professional and started their career in finance in 2006. Christopher had worked at 10 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 3, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Christopher James Calvert

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.
The advisor shows no other business activity.

Blog Corner


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

July 24, 2024 - December 19, 2024

CUATRO CAPITAL SECURITIES LLC

BD
CRD#: 328082
El Cajon, CA
Past

March 17, 2023 - August 12, 2024

STONEHAVEN, LLC

BD
CRD#: 118913
NEW YORK, NY
Past

September 25, 2020 - March 15, 2023

SHARENETT SECURITIES LLC

BD
CRD#: 151011
NEW YORK, NY
Past

October 29, 2018 - July 22, 2019

GAR WOOD SECURITIES, LLC

BD
CRD#: 138033
NAPERVILLE, IL
Past

March 13, 2018 - October 17, 2018

COINBASE CAPITAL MARKETS CORP

BD
CRD#: 10722
NEW YORK, NY
Past

March 21, 2016 - November 27, 2017

INTEGRATED ADVISORS NETWORK LLC

RIA
CRD#: 171991
San Diego, CA
Past

March 24, 2014 - March 9, 2018

GAR WOOD SECURITIES, LLC

BD
CRD#: 138033
Cardiff-by-the-Sea, CA
Past

September 24, 2013 - March 25, 2014

B. RILEY & CO., LLC

RIA
CRD#: 40355
DEL MAR, CA
Past

September 24, 2013 - March 25, 2014

B. RILEY & CO., LLC

BD
CRD#: 40355
DEL MAR, CA
Past

January 4, 2012 - September 16, 2013

COWEN PRIME SERVICES LLC

RIA
CRD#: 153397
DEL MAR, CA
Past

August 3, 2011 - September 16, 2013

COWEN PRIME SERVICES LLC

BD
CRD#: 153397
DEL MAR, CA
Past

December 9, 2010 - January 5, 2011

SRT SECURITIES LLC

BD
CRD#: 33725
BIRMINGHAM, MI
Past

October 25, 2006 - August 16, 2011

ALARIS TRADING PARTNERS, LLC

BD
CRD#: 126996
DEL MAR, CA

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
IAR
Series 65
Date: 12/29/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CC
CUATRO CAPITAL SECURITIES LLC
CUATRO CAPITAL SECURITIES LLC

CRD#: 328082 / SEC#: , 8-71161

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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
1959 Calle Loiza Suite 203, San Juan, PR 00911
Mailing Address
1959 Calle Loiza Suite 203, San Juan, PR 00911
Phone number
(914) 361-9343
Established
Puerto Rico since 03/29/2023
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (20 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
NUEDA VIDA VENTURES LLCPARENT COMPANY
BEATON, DANIEL STEWARTFINOP, POO, PFO4240769
LAMARI, ANDREA MARIECHIEF EXECUTIVE OFFICER6359352
SQUIRE, STEPHEN MALCOLMCHIEF COMPLIANCE OFFICER1596703
TRINH, MICHAELPRESIDENT7014640

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


CUATRO CAPITAL SECURITIES LLC

CRD#: 328082

TRUST BUT VERIFY

Monitor Christopher Calvert

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics