Best Investors Account Sign in
Inactive

Christopher Graham Calise

Haven Private

Orlando, FL

CRD 6290698

Claim This Profile
Employer firm

Haven Private CRD 329012

$428M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Haven Private

976 Lake Baldwin Lane Suite 201, Orlando, FL 32814 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-23
  • FL RA
    APPROVED
    Since 2026-03-23

Branch Locations

976 Lake Baldwin Lane Suite 201, Orlando, FL 32814 • 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
Mck United Llc/Rpm Realty Winter Park FL 05/2016 03/2026
Haven Private, Llc Orlando FL 03/2026 Present
Enclave Risk Management, Llc Orlando FL 03/2026 Present
Intentionalize, Llc Orlando FL 03/2026 Present
  • 05/2016 → 03/2026
    Mck United Llc/Rpm Realty
    Winter Park, FL
  • 03/2026 → Present
    Haven Private, Llc
    Orlando, FL
  • 03/2026 → Present
    Enclave Risk Management, Llc
    Orlando, FL
  • 03/2026 → Present
    Intentionalize, Llc
    Orlando, FL
Other Businesses

October 2020 to Present -MCK United LLC - not investment related - 1151 N Orange Ave., Winter Park, FL 32789 - Real Estate - I am a Partner - 2 Hours per month devoted to this business - none during trading hours - My duties are minimal as I am exiting the business and working to financing the sale of my shares to the other Partners. January 2026 to Present - CC Real Estate Group LLC - not investment related - 2185 Green Glade Loop, Winter Park, FL 32792 - Real Estate - Broker - less than one hour per month devoted to this business - none during business hours - This LLC is set up only for my personal real estate transactions and to keep my real estate license active.

Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Orlando, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor