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CC

Christopher G. Calise

HAVEN PRIVATE
Orlando, FL 32814
Some features on this profile are disabled
CRD#: 6290698
CC

Professional summary

Christopher Graham Calise is a registered financial advisor currently at HAVEN PRIVATE located in Orlando, Florida.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Christopher has worked at 1 firm .

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Graham Calise'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 23, 2026 - Present

HAVEN PRIVATE

Office #1: 976 Lake Baldwin Lane Suite 201, Orlando, FL 32814
RIA
CRD#: 329012
Orlando, 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".
HP
HAVEN PRIVATE
HAVEN PRIVATE | HAVEN PRIVATE, LLC

CRD#: 329012 / SEC#: 801-129272

RIA
Registered Investment Advisory firm - (1/2/2024 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
Florida
(3/23/2026)

Exams

Current Firm

HP
HAVEN PRIVATE
HAVEN PRIVATE | HAVEN PRIVATE, LLC

CRD#: 329012 / SEC#: 801-129272

RIA
Registered Investment Advisory firm - (1/2/2024 Approved)
PREMIUM
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Contact information

Main Address
976 Lake Baldwin Lane Suite 201, Orlando, FL 32814
Mailing Address
Phone number
(321) 329-8674
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (8 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

DISCLOSURE BROCHURE (3/12/2025)

Regulatory assets under management

Total Number of Accounts526
AUM (Assets Under Management)$ 351,447,522

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

HAVEN PRIVATE

CRD#: 329012Orlando, FL 32814

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