Nicholas Kalkas

DANIEL ISLAND WEALTH MANAGEMENT

DANIEL ISLAND, SC 29492

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CRD#: 7915657

Professional summary

Nicholas Kalkas is a registered financial advisor currently at DANIEL ISLAND WEALTH MANAGEMENT, LLC located in Daniel Island, South Carolina.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Nicholas 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 Nicholas Kalkas'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

September 3, 2024 - Present

DANIEL ISLAND WEALTH MANAGEMENT, LLC

Office #1: 295 Seven Farms Drive Suite 201, Daniel Island, SC 29492

RIA

CRD#: 331593

DANIEL ISLAND, SC

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
(9/3/2024)

IAR

South Carolina
(6/27/2025)

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: 6/4/2024

Uniform Investment Adviser Law Examination

Current Firm

DANIEL ISLAND WEALTH MANAGEMENT, LLC

BARRINGTON WEALTH AND ASSET MANAGEMENT | MOUNT PLEASANT WEALTH MANAGEMENT | DANIEL ISLAND WEALTH MANAGEMENT, LLC | BARRINGTON WEALTH AND ASSET MANAGEMENT, LLC

CRD#: 331593 / SEC#:

Illinois

Registered Investment Advisory firm - (9/3/2024 Approved)

South Carolina

Registered Investment Advisory firm - (6/27/2025 Approved)

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Contact information

Main Address

295 Seven Farms Drive Suite 201, Daniel Island, SC 29492

Mailing Address

Phone number

(843) 329-7444

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	14
AUM (Assets Under Management)	$ 8,500,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Nicholas Kalkas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Kalkas's CRS (Customer Relationship Summary).

Certified licenses

Experience

DANIEL ISLAND WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/4/2024

Current Firm

DANIEL ISLAND WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DANIEL ISLAND WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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