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KC

Kevin Caldwell

ISLANDS EAST ADVISORS
CHESTER, MD 21619
Some features on this profile are disabled
CRD#: 7784021
KC

Professional summary

Kevin Caldwell is a registered financial advisor currently at ISLANDS EAST ADVISORS located in Chester, Maryland.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Kevin has worked at 1 firm and has passed the Series 65 exam.

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 Kevin Caldwell's 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

August 25, 2023 - Present

ISLANDS EAST ADVISORS

Office #1: 1563 Postal Road Ste 3b-c2, Chester, MD 21619
RIA
CRD#: 327578
CHESTER, MD

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
Maryland
(8/25/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/8/2023
Uniform Investment Adviser Law Examination

Current Firm

IE
ISLANDS EAST ADVISORS
ISLANDS EAST ADVISORS | ISLANDS EAST ADVISORS LLC

CRD#: 327578 / SEC#:

Maryland
Registered Investment Advisory firm - (8/25/2023 Approved)
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Contact information

Main Address
1563 Postal Road Ste 3b-c2, Chester, MD 21619
Mailing Address
348 Thompson Creek Mall Ste 245, Stevensville, MD 21666
Phone number
(833) 303-3278
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts36
AUM (Assets Under Management)$ 3,087,215

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

ISLANDS EAST ADVISORS

CRD#: 327578Chester, MD 21619

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