Joseph Paul Kalmanovitz

Employer firm

Canter Wealth CRD 167828

$386M regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → 09/2017
  Stonegate Capital Advisors, Llc
  Scottsdale, AZ
• 09/2017 → 08/2018
  Versant Capital Management, Inc
  Phoenix, AZ
• 11/2018 → Present
  Canter Wealth
  San Diego, CA

Previous Registrations

• 2018-04-26 → 2018-08-22
  Versant Capital Management, Inc.
  Phoenix, AZ
• 2017-01-19 → 2018-03-19
  Stonegate Capital Advisors, Llc
  Scottsdale, AZ
• 2013-05-28 → 2016-12-31
  Stonegate Capital Advisors, Llc
  Scottsdale, AZ
• 2008-04-28 → 2013-01-10
  Charles Schwab & Co., Inc.
  Scottsdale, AZ
  Scottsdale, AZ
  Phoenix, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-06-27
• S66 Uniform Combined State Law Examination
  2002-04-10

Designations

• Certified Financial Planner