Darryn Thomas Stephen
Investment adviser representative at Caleo Capital N.A. LLC
16 yearsExperience
1 stateRegistered in
$111.8MFirm assets
Under 1 yearFirm in business
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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.
- Caleo Capital N.A. LLCAug 2024 to now
- Turnpoint Investments Pty LtdApr 2019 to now
- NedbankOct 2010 to Apr 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Caleo Capital N.A. LLC
$111.8MAssets managed
119Clients
5Advisers
Under 1 yearIn 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
- 7980866
- Firm CRD
- 308542