Kevin Noe Calderon
Investment adviser representative at Stonebriar Wealth, LLC
11 yearsExperience
1 stateRegistered in
$139MFirm assets
1 yearFirm in business
Are you Kevin Noe Calderon? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Stonebriar Wealth, LLCAug 2024 to now
- Vario AdvisorsApr 2024 to now
- VivintJan 2022 to Apr 2024
- FedexSep 2021 to Jan 2022
- UnemployedApr 2020 to Sep 2021
- Bluegreen VacationsNov 2018 to Apr 2020
- Discovery CoveJul 2018 to Nov 2018
- Westgate ResortsNov 2017 to Jul 2018
- JetblueMay 2015 to Nov 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (UT).
Stonebriar Wealth, LLC
$139MAssets managed
505Clients
4Advisers
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
- 7983195
- Firm CRD
- 327618