Inactive

Nicholas Kalkas

Daniel Island Wealth Management, LLC

Daniel Island, SC

CRD 7915657

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Employer firm

Daniel Island Wealth Management, LLC CRD 331593

$24.5M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

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

Current Employers

Daniel Island Wealth Management, Llc

295 Seven Farms Drive Suite 201, Daniel Island, SC 29492 • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2025-06-27
IL	RA	APPROVED	2024-09-03

SC RA
APPROVED

Since 2025-06-27
IL RA
APPROVED

Since 2024-09-03

Branch Locations

295 Seven Farms Drive Suite 201, Daniel Island, SC 29492 • 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

Organization	City	State	From	To
United States Navy	Washington	DC	05/2003	11/2023
Daniel Island Wealth Management, Llc	Daniel Island	SC	05/2024	Present
University Of Chicago	Chicago	IL	12/2023	04/2024

05/2003 → 11/2023

United States Navy

Washington, DC
05/2024 → Present

Daniel Island Wealth Management, Llc

Daniel Island, SC
12/2023 → 04/2024

University Of Chicago

Chicago, IL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-06-04

S65 Uniform Investment Adviser Law Examination

2024-06-04

View on SEC IAPD

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