Kevin Caldwell

Employer firm

Islands East Advisors CRD 327578

$3.09M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 07/2023 → Present
  Islands East Advisors Llc
  Stevensville, MD
• 02/2014 → 07/2025
  Wr Grace & Co
  Columbia, MD
• 09/2024 → Present
  Islands East Financial Solutions
  Stevensville, MD

Other Businesses

Kevin Caldwell is the Founder, Owner, and Consultant of Islands East Financial Solutions LLC, a fractional CFO service marketed to small businesses. This activity began in September of 2024. This activity accounts for 25% of his time during trading hours, or about 40 hours per month. Islands East Financial Solutions LLC's mailing address is 348 Thompson Creek Mall, Suite 245, Stevensville, MD 21666. This activity is not investment-related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-08