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DB

Daryl G. Bartkunsky

CALEO CAPITAL N.A. LLC
Hollywood, FL
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CRD#: 7861383
DB

Professional summary


Daryl Gilad Bartkunsky is a registered financial advisor currently at CALEO CAPITAL N.A. LLC located in Hollywood, Florida.

Daryl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Daryl has worked at 1 firm and has passed the Series 65 and SIE exams.

top-8-questions

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.
1. Student Brands Group (Pty)Ltd - Non-Investment Related - 44 Melrose Blvd, Johannesburg S.A. - Marketing Agency - Director - Operations - 2009 - 6 Hours per month - Board Member 2. MH Family Trust - Non-Investment Related - D3 Emfuleni Golf Estate, Johannesburg S.A. - Family Office - Advisor - Protector - 2003 - 4 Hours per month - Advise 3. Bart Limited Partnership - Non-Investment Related - 1145 Papaya Hollywood, U.S.A. - Family Partnership - Advisor - Advisor - 2018 - 1 Hour per month - Advise 4. Bart Group Miami LLC - Non-Investment Related - 20764 West Dixie Highway, Aventura, U.S.A. - Real Estate - Manager - Operations - 2019 - 2 Hours per month - Strategic Direction 5. Holy Partners LLC - Non-Investment Related - 17871 Biscayne Blvd, Aventura, U.S.A. - Retail Franchise - Manager - Buyer - 2022 - 5 Hours per month - Procurement and logistics 6. Milanos Kosher - Non-Investment Related - 19090 NE 29th Ave, Aventura, U.S.A. - Restaurant - Manager - Operations - 2022 - 5 Hours per month - Procurement and logistics 7. Oakstrand Realty Group - Non-Investment Related - 111 2nd Ave NE, Petersburg, U.S.A. - Realtor Group - Realtor - Realtor - 2022 - 1 Hour per month - Open Houses

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Daryl Gilad Bartkunsky'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

February 6, 2024 - Present

CALEO CAPITAL N.A. LLC

RIA
CRD#: 308542
Hollywood, FL

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
Florida
(2/6/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/15/2023
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/8/2024
Securities Industry Essentials Examination

Current Firm


CC
CALEO CAPITAL N.A. LLC
CALEO CAPITAL N.A. LLC | CALEO CAPITAL SA

CRD#: 308542 / SEC#: 801-134431

Florida
Registered Investment Advisory firm - (5/25/2023 Approved)
New Jersey
Registered Investment Advisory firm - (12/2/2021 Approved)
Texas
Registered Investment Advisory firm - (5/17/2023 Conditional Restricted)
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Contact information


Main Address
90 Fort Wade Road Suite 100, Ponte Vedra, FL 32081
Mailing Address
Phone number
(609) 838-1245
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CALEO CAPITAL FORM ADV PART IA (8/27/2025)

Regulatory assets under management


Total Number of Accounts190
AUM (Assets Under Management)$ 100,825,200

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


CALEO CAPITAL N.A. LLC

CRD#: 308542Hollywood, FL

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