Andrew Douglas Kalman
Investment adviser representative at Salem Investment Counselors Inc
10 yearsExperience
1 stateRegistered in
CFADesignation
$4.2BFirm 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
10 years in the industry.
- Salem Investment Counselors IncJan 2026 to now
- N/aNov 2025 to Dec 2025
- Cambridge AssociatesJul 2019 to Oct 2025
- Dimensional Fund AdvisorsAug 2017 to Jun 2019
- N/aJun 2017 to Jul 2017
- StudentSep 2016 to May 2017
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (NC).
Salem Investment Counselors Inc
$4.2BAssets managed
1,361Clients
13Advisers
47 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
- 5686839
- Firm CRD
- 104855