Kevin Earl Skaltsis
Investment adviser representative at Foundations Investment Advisors LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$10.1BFirm 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
- Seminars and workshops
Experience
16 years in the industry.
- Advisors ExcelFeb 2022 to now
- Foundations Investment Advisors, LLCJun 2017 to now
- True FinancialMay 2012 to now
- Kevin SkaltsisMar 2010 to now
- Advisors' AcademyDec 2021 to Feb 2022
- Gwn Securities, IncMar 2016 to May 2017
- Combined Benefits UnitedMar 2015 to Dec 2021
- Ash BrokerageMay 2012 to Feb 2022
- Brokers' Service Marketing GroupApr 2012 to Feb 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (RI).
Foundations Investment Advisors LLC
$10.1BAssets managed
29,663Clients
293Advisers
11 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
- 5461624
- Firm CRD
- 175083