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Saranto Calamas

Kestra Advisory Services, LLC

Port Jefferson, NY

Austin, TX

CRD 2656183

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Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

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:

Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-01-10
  • NY RA
    APPROVED
    Since 2022-01-10

Branch Locations

1303 Main Street, Port Jefferson, NY 11777 • United States

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ssarauto Calamas Port Jefferson NY 11/1992 Present
Kestra Advisory Services Llc Mount Sinai NY 01/2022 Present
Other Businesses

SARANTO CALAMAS, CPA, PC Accounting firm full time business, owner

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-13
S63 Uniform Securities Agent State Law Examination 1996-12-26
  • S65 Uniform Investment Adviser Law Examination
    2021-12-13
  • S63 Uniform Securities Agent State Law Examination
    1996-12-26

View on SEC IAPD

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