Amy D. Calistri

BLACK BARN FINANCIAL

Austin, TX 78756

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CRD#: 6678736

Professional summary

Amy Denise Calistri, who also goes by Amy Denise Garoian, is a registered financial advisor currently at BLACK BARN FINANCIAL, LLC located in Austin, Texas.

Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Amy has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Amy Denise Garoian

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.

NS Sports Media, non investment related, 211 Horseshoe Lake Dr., 302 Halifax, Nova Scotia B3S 0B9, Canada, digital sports media company, freelance writer, 09/2022, 20 hours per month, 20 hours per month, writes news articles about sports and the sports betting industry.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amy Denise Calistri'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

June 30, 2016 - Present

BLACK BARN FINANCIAL, LLC

Office #1: 2305 Hancock Drive, Ste. 105, Austin, TX 78756

RIA

CRD#: 170885

Austin, TX

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".

BLACK BARN FINANCIAL, LLC

CRD#: 170885 / SEC#: 801-131357

RIA

Registered Investment Advisory firm - (10/29/2024 Approved)

Illinois

Registered Investment Advisory firm - (11/14/2024 Terminated)

Texas

Registered Investment Advisory firm - (11/14/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Illinois
(3/4/2022)

IAR

Texas
(6/30/2016)

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

State Security Law Exam

IAR

Series 65

Date: 4/13/2016

Uniform Investment Adviser Law Examination

Current Firm

BLACK BARN FINANCIAL, LLC

CRD#: 170885 / SEC#: 801-131357

RIA

Registered Investment Advisory firm - (10/29/2024 Approved)

Illinois

Registered Investment Advisory firm - (11/14/2024 Terminated)

Texas

Registered Investment Advisory firm - (11/14/2024 Terminated)

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Contact information

Main Address

2305 Hancock Drive, Ste. 105, Austin, TX 78756

Mailing Address

Phone number

(512) 368-9179

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLACK BARN FINANCIAL, LLC ADV PART 2A (10/1/2025)

Regulatory assets under management

Total Number of Accounts	645
AUM (Assets Under Management)	$ 160,042,036

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.

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Amy D. Calistri

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amy Denise Calistri's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLACK BARN FINANCIAL, LLC

Primary Firm SEC Registration

BLACK BARN FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/13/2016

Current Firm

BLACK BARN FINANCIAL, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLACK BARN FINANCIAL, LLC

TRUST BUT VERIFY

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