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EB

Ethan Blinder

CALM RIVER CAPITAL LLC
Weston, CT
Some features on this profile are disabled
CRD#: 6152001
EB

Professional summary


Ethan Blinder is a registered financial advisor currently at CALM RIVER CAPITAL LLC located in Weston, Connecticut.

Ethan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Ethan has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
Ethan Blinder is associated with the following investment related outside business activities, all located at44 Court Street, # 2408, Unit 1046, Brooklyn, New York 11201. Vice President/member of Nesor Group LLC: Real estate investment and management entity; Responsibilities: Oversee the day to day operations of he company.; Start date: 2024-03-20; Hours during trading hours: 20; Hours outside trading hours: 10; Percentage of total yearly compensation derived from the business: 30. Vice President, Assistant Treasurer of RBS Mansfield Corp: Real estate investment and management company; Responsibilities: Oversee the day to day operations of the properties managed by the company; Start date: 2017-01-18; Hours during trading hours: 5; Hours outside trading hours: 5; Percentage of total yearly compensation derived from the business: 0. Secretary of Fifty First-Capitol Corp.: General Partner of a real estate holding entity.; Responsibilities: Maintain the books and records of the entity.; Start date: 2017-01-18; Hours during trading hours: 5; Hours outside trading hours: 5; Percentage of total yearly derived from the business: 0. Vice President & Assistant Treasurer at Northern Ohio Real Estate Corp.; : Real estate investment and management entity; Responsibilities: Oversee the day to day operations of the property managed by the company; Start date: 2017-01-18; 20 Hours per during trading hours; 10 Hours per month outside trading hours; 15% of total yearly compensation derived from the business. Vice President & Assistant Treasurer at Nesor Management Corp: Real estate investment and management entity; Responsibilities: Oversee the day to day operations of the property managed by the company; 20 Hours per month during trading hours; 10 Hours per month outside trading hours; 25% of total yearly compensation derived from the business. Vice President & Assistant Treasurer at Nesor Warehouse Corp: Management of public warehousing company; Responsibilities: Oversee the strategic direction and make entity level business decisions of a public warehousing business; Start date: 2017-01-18; 20 Hours per month during trading hours; 10 Hours per month outside trading hours; 15% of total yearly compensation derived from the business. Vice President & Assistant Treasurer at Nesor Ohio Corp: Real estate investment and management entity; Responsibilities: Oversee the day to day operations of the property and entity managed by the company; 20 Hours per month during trading hours; Start date: 2017-01-18; 10 Hours per month outside trading hours; 15% of total yearly compensation derived from the business. Member of MYE Property Holdings LLC; Investment related: Yes; Location: 7 Penn Plaza New York NY 10001; Description: Real estate investment and management company; Responsibilities: Advise on investment structure, strategy and execution; Start date: 2023-04-07; Hours during trading hours: 10; Hours outside trading hours: 10; Percentage of total yearly compensation derived from the business: 2. Sole Member of B5 Investments LLC; Investment related: No; Location: 2389 Main St., STE 100 Glastonbury CT 06033; Description: Personal holding company for family investments; Responsibilities: Responsible for all activities associated with personal holding company; Start date: 2024-09-09; Hours during trading hours: 0; Hours outside trading hours: 4; Percentage of total yearly compensation derived from the business: 0. Member of Melior 365 LLC; Investment related: Yes; Location: 2173 E Notch Mountain Circle Heber City UT 84032; Description: Owns parcel of residential real estate being developed for sale; Responsibilities: Assist in design and development decisions; Start date: 2024-11-25; Hours during trading hours: 4; Hours outside trading hours: 8; Percentage of total yearly compensation derived from the business: 0.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Ethan Blinder'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®
None

Experience


Current

November 14, 2023 - Present

CALM RIVER CAPITAL LLC

RIA
CRD#: 326721
Weston, CT

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
Connecticut
(11/14/2023)
IAR
New York
(1/10/2024)
IAR
Texas
(11/7/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/15/2023
Uniform Investment Adviser Law Examination

Current Firm


CR
CALM RIVER CAPITAL LLC
CALM RIVER CAPITAL LLC

CRD#: 326721 / SEC#:

Connecticut
Registered Investment Advisory firm - (11/14/2023 Conditional Restricted)
New York
Registered Investment Advisory firm - (1/10/2024 Approved)
Texas
Registered Investment Advisory firm - (11/6/2024 Conditional Restricted)
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Contact information


Main Address
Weston, CT
Mailing Address
30 Old Kings Highway S #1064, Darien, CT 06820
Phone number
(203) 208-8250
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts35
AUM (Assets Under Management)$ 10,330,000

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


CALM RIVER CAPITAL LLC

CRD#: 326721Weston, CT

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