Adam Benjamin Kalender

Current Employers

Employment History

• 11/2007 → Present
  Self Employed
  New York, NY
• 04/2008 → 08/2021
  Royal Alliance Associates, Inc.
  New York, NY
• 05/2014 → 05/2023
  Madison Advisory Services, Inc.
  White Plains, NY
• 08/2021 → 05/2023
  Lion Street Financial
  West Harrison, NY
• 06/2023 → Present
  Milestone Asset Management Group, Llc
  Avon, CT

Previous Registrations

• 2014-06-05 → 2023-06-02
  Madison Advisory Services, Inc.
  White Plains, NY
• 2018-03-14 → 2021-08-05
  Osaic Wealth, Inc.
  New York, NY
  White Plains, NY
• 2001-11-05 → 2003-12-01
  Voya Financial Advisors, Inc.
  White Plains, NY

Other Businesses

1) ADAM KALENDER POSITION: Broker NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/07/2014 ADDRESS: 655 Third Ave, Suite 900, New York NY 10017, United States DESCRIPTION: Broker property and casualty 2) AMERICAN BUSINESS INC. POSITION: Agent NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 30 START DATE: 04/01/2008 ADDRESS: 655 Third Ave, Suite 900, New York NY 10017, United States DESCRIPTION: Broker life insurance, disability insurance, long term care insurance medical benefits 3) ROCKLAND BOCES POSITION: Instructor NATURE: Educational organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/20/2019 ADDRESS: 65 Parrott Rd, West Nyack NY 10994, United States DESCRIPTION: Instructor for adult education retirement planning workshops

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-09
• S63 Uniform Securities Agent State Law Examination
  1997-10-15

Designations

Other Names

• Adam Kalender