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Nicholas Kalkas

Daniel Island Wealth Management, LLC

Daniel Island, SC

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Current Employers
Daniel Island Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
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
CodeExamDate
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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