Kenneth Foster Haelsig

Employer firm

Calton & Associates, Inc. CRD 20999

$1.58B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 02/2016 → Present
  Calton & Associates, Inc.
  Tampa, FL

Previous Registrations

• 2012-06-19 → 2015-06-15
  Jhs Capital Advisors, Llc
  Tampa, FL
  Palm Beach Gardens, FL
• 2007-04-02 → 2007-12-04
  Morgan Stanley & Co. Llc
  Clearwater, FL
• 1991-08-27 → 2007-04-02
  Morgan Stanley Dw Inc.
  Clearwater, FL
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-03-11
• S63 Uniform Securities Agent State Law Examination
  1991-08-30