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Iva C Kalus-bystricky

CRD# 6469845·Registered 2015 - 2019
Previously Registered: Being a previously registered professional could mean that Iva 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.

Professional Summary

Iva C Kalus-bystricky, who also goes by IVka Kalus, Ivka Kalus-bystricky, was a registered financial advisor. Iva was a previously registered financial professional and started their career in finance 2015 - 2019. Iva had worked at 1 firm and has passed the Series 63 and Series 65 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ivka Kalus, Ivka Kalus-Bystricky

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

11 years in the financial services industry

Current & Past Employments

Past

BOSTON ADVISORS, LLCPast·CRD# 140059
RIA
Boston, MA
November 24, 2015 - March 20, 2019

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Current Firm

BA
BOSTON ADVISORS, LLC

BOSTON ADVISORS, LLC

CRD#: 140059 / SEC#: 801-66535

Contact Information

Main Address

One Liberty Square, Boston, MA 02109

Documents

Latest Form ADV

Part 2 Brochures

BOSTON ADVISORS ADV PART 2A MARCH 2019_UPDATE (3/29/2019)

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2015About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2015About the Series 65 exam

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CRS (Client Relationship Summary)

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

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