KALMIA ADVISORS INC.

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
ROCKVILLE CENTER, New York
CRD number
311763
Registered since
December 16, 2020

Firm profile

FINTRX

Overview

Kalmia Advisors Inc. is a corporate-structured investment adviser that registered with the SEC in 2020. The firm is owned by an individual and is classified in the source data as unclassified. Its filings indicate an affiliation with a law firm. Kalmia does not identify as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Kaitlyn Suydam

    Chief Legal and Compliance OfficerCRD 7321845

  • JOHN SUYDAM

    Partner & Chief Legal OfficerCRD 5217822

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ROCKVILLE CENTER, NY

NASSAU

Location

ROCKVILLE CENTER, NY

Headquartered in ROCKVILLE CENTER, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NASSAU
Address
46 Dogwood Ln
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth