Christopher Calise has been an investment adviser representative at Haven Private since March 2026, and is not listed among the firm’s executive officers or direct owners. Christopher Calise holds a Bachelor's in Finance from the University of Central Florida.
Haven Private, LLC is an Orlando, FL firm with $428M under management, 186 clients and 5 advisers in one office, as of its April 2026 filing.
Chris Calise is Director, Wealth Advisor of Haven Private LLC. Before joining Haven Private, he held roles in investment banking, private banking and portfolio management. He works with corporate retirement plan sponsors on evaluating, selecting and implementing plans, and in 2020 he acquired a real estate company, which he later exited.
Professional designations
Listed by Haven Private
- Chartered Financial Analyst (CFA®)
- Chartered Retirement Plans Specialist (CRPS®)
Investment adviser representative registrations
Christopher Calise is registered as an investment adviser representative in Florida, since March 2026.
- FloridaSince 23 March 2026
Examinations
No examinations are on Christopher Calise’s record.
- Full name
- Christopher Graham Calise
- CRD
- 6290698
- Firm
- Haven Private · CRD 329012
- Office
- 976 LAKE BALDWIN LANE, SUITE 201, Orlando, FL 32814
- Registration
- Investment adviser registration
- In the industry since
- March 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- havenprivate.com
Where does Christopher Calise work?
Christopher Calise is an investment adviser representative registered through Haven Private, LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Christopher Calise a financial advisor?
Yes. Christopher Calise has a current investment-adviser registration in Florida, through Haven Private since March 2026.
How many years of experience does Christopher Calise have?
Christopher Calise has 0 years in the financial industry, since March 2026, across 1 adviser firm.
Where is Christopher Calise based?
Christopher Calise’s registered office is in Orlando, FL.
Is Christopher Calise registered with FINRA?
No. Christopher Calise has no current broker registration.
Is Christopher Calise a CFA charterholder?
Haven Private lists Christopher Calise with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: Chris Calise, CFA®, CRPS® biography, havenprivate.com
How can I verify Christopher Calise’s record?
Search CRD 6290698 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Calise’s full registration record.
