Anthony Edward Kalinowski
Investment adviser representative at Rbf Wealth Advisors
14 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$716.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Rbf Wealth AdvisorsMay 2010 to now
- Roman, Butler, Fullerton & CoFeb 2010 to now
- Private Client ServicesJun 2023 to Nov 2024
- Triad AdvisorsFeb 2010 to Jun 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1992
State registrations
Registered as an investment adviser representative in 3 states (FL, MO, TX).
Rbf Wealth Advisors
Legal name: Roman Butler Fullerton & Co
$716.1MAssets managed
1,289Clients
12Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1666634
- Firm CRD
- 104771