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Kristopher Alexander Kalish

THE KALISH GROUP
AURORA, IL
·CRD# 6487317·10 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Kristophe Alexander Kalish, Kristopher A Kalish

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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

10 years in the financial services industry

Current & Past Employments

THE KALISH GROUP·CRD# 328742
RIA
Aurora, IL
March 7, 2024 - Present
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Chicago, IL
November 25, 2016 - July 8, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Chicago, IL
April 19, 2016 - July 8, 2022

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Current Firm

TK
THE KALISH GROUP

THE KALISH GROUP | THE KALISH GROUP, LLC

CRD#: 328742
California
Registered Investment Advisory firm - California (1/15/2026 Approved)
Illinois
Registered Investment Advisory firm - Illinois (3/7/2024 Approved)

Contact Information

Main Address

Aurora, IL

Phone Number

(630) 492-0725

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

68

AUM (Assets Under Management)

$29,091,906

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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.

Mr. Kristopher A. Kalish receives compensation as a result of his 33.3% ownership stake of On The Vend, LLC. the name of the other business; On The Vend, LLC whether the business is investment-related; Not Investment related the address of the other business; N/A the nature of the other business; Vending Machines that provide drinks and snacks your position; 33.3% Owner title, or relationship with the other business; Owner the approximate number of hours/month you devote to the other business; 10 hours the number of hours you devote to the other business during securities trading hours; 5 hours and briefly describe your duties relating to the other business; Managing and stocking of supplies

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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.
IAR
California
(1/15/2026)
IAR
Illinois
(3/7/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

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

Series 66 — Uniform Combined State Law Examination

Passed Nov 2016About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 2016About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Kristopher Alexander Kalish's CRS (Customer Relationship Summary).

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