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John Kalendek

Chelsea Advisory Services, INC
35 Years of Experience
Baltimore, MD
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

John Kalendek is a registered investment advisor at Chelsea Advisory Services, INC, based in Baltimore, MD, with 35 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 552 clients with $150M in assets under management.

Chelsea Advisory Services, INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
552 clients
Average Client Portfolio
$267K average
Assets Under Management
$147.4M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable up to a maximum of 2% of assets under management. Pre-existing clients or employee-related accounts may be charged lower rates.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Baltimore, MD

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2013
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

John is an independent insurance agent selling fixed insurance products, dedicating full-time hours to this activity. He is also the President of Kalendek Financial Group, where he sells insurance and financial services products full-time, and owns and manages real estate rental properties, taking about 10-20% of his time.

Employment History
Current Registrations
Chelsea Advisory Services, INC
September 2021 - Present · 5 yrs 1 mo
Chelsea Financial Services
January 2020 - Present · 6 yrs 9 mos
Chelsea Financial ServicesBroker
January 2020 - Present · 6 yrs 9 mos
Previous Registrations
Corecap Investments, INC.Broker
October 2016 - December 2019 · 3 yrs 2 mos
Corecap Advisors
October 2016 - December 2019 · 3 yrs 2 mos
Voya Financial Advisors, INC.
September 2005 - October 2016 · 11 yrs 1 mo
Voya Financial Advisors, INC.Broker
January 2004 - October 2016 · 12 yrs 9 mos
Locust Street Securities, INC.Broker
August 1995 - January 2004 · 8 yrs 5 mos
John Hancock Distributors, INC.Broker
September 1991 - August 1995 · 3 yrs 11 mos
John Hancock Mutual Life Insurance CompanyBroker
September 1991 - August 1995 · 3 yrs 11 mos
State Registrations5 states
DEMDNCSCVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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