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.
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
CRS (Client Relationship Summary) - RIA
Click below to view Daryl Gilad Bartkunsky'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®
NoneExperience
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
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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
Regulatory assets under management
| Total Number of Accounts | 190 |
| AUM (Assets Under Management) | $ 100,825,200 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
