Robert Stephen Kalaman
Investment adviser representative at Level Four Advisory Services
21 yearsExperience
1 stateRegistered in
CFADesignation
$6.5BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Level Four Advisory Services, LLCDec 2023 to now
- Bank of MontrealJul 2021 to Nov 2023
- Bank of AmericaJan 2005 to Jun 2021
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (GA).
Level Four Advisory Services
Legal name: Level Four Advisory Services, LLC
$6.5BAssets managed
15,720Clients
136Advisers
20 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
- 2391202
- Firm CRD
- 134086