Kristopher A. Kalish
Professional summary
Kristopher Alexander Kalish, who also goes by Kristophe Alexander Kalish, Kristopher A Kalish, is a registered financial advisor currently at THE KALISH GROUP located in Aurora, Illinois.
Kristopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Kristopher has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kristopher Alexander Kalish's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 7, 2024 - Present
THE KALISH GROUP
November 25, 2016 - July 8, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 19, 2016 - July 8, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/7/2024)
Exams
Current Firm
THE KALISH GROUP
CRD#: 328742 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 31 |
| AUM (Assets Under Management) | $ 13,860,000 |
Red Flags
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