Christopher Graham Calise
Investment adviser representative at Haven Private
10 yearsExperience
1 stateRegistered in
CFADesignation
$428.1MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Haven Private, LLCMar 2026 to now
- Enclave Risk Management, LLCMar 2026 to now
- Intentionalize, LLCMar 2026 to now
- Mck United Llc/rpm RealtyMay 2016 to Mar 2026
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (FL).
Haven Private
Legal name: Haven Private, LLC
$428.1MAssets managed
186Clients
6Advisers
2 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
- 6290698
- Firm CRD
- 329012