Joseph Kalmanovitz, financial advisor Scottsdale AZ
93 score

Joseph Kalmanovitz

CRD Number: 4492517
Current Firm: Stonegate Capital Advisors, LLC

Joseph Kalmanovitz (CRD# 4492517) is an Investment Advisor Representative working at Stonegate Capital Advisors, LLC in Scottsdale, AZ and has over 14 years of experience in the finance industry.

Similar Advisors
William Newman, financial advisor Scottsdale AZ
William B. Newman
CRD# 5730023
Newman's Financial Planning
Similar Advisors
James Davis, CFP®, financial advisor Scottsdale AZ
James R. Davis, CFP®
CRD# 5571675
Woodbury Financial Services, Inc.
Similar Advisors
James Hundman, financial advisor Scottsdale AZ
James E. Hundman
CRD# 3233547
Triad Advisors, Inc.
Company Name Location Dates Years
Crown Capital Securities, LP Orange, CA May 2013 - Current 3
Stonegate Financial Group Scottsdale, AZ Apr 2013 - Current 3
Unemployed Scottsdale, AZ Feb 2013 - Mar 2013 < 1
Charles Schwab & Company, Inc. Scottsdale, AZ Jul 2005 - Jan 2013 7
Charles Schwab Bank Scottsdale, AZ Jul 2005 - Jan 2013 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2002
Contact Info for Joseph P. Kalmanovitz
Phone Number: 602-953-8450
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Joseph Kalmanovitz and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.