Denis Kalenja (CRD# 3128533) is an Investment Advisor Representative working at Red Reef Advisors LLC in Boca Raton, FL and has over 25 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Red Reef Advisors LLC | Durham, NC | Jan 2018 - Current | 6 |
| Montague Capital Partners LLC | Chapel Hill, NC | Sep 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1998 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2017 |
- NC
-
Total Assets Under Management109MILLIONS
-
Total Number of Accounts322ACCOUNTS
-
Average Account Value$339,304
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, NC, PA
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