Daryl Bartkunsky has been an investment adviser representative at Caleo Capital N.A. since February 2024, and is not listed among the firm’s executive officers or direct owners.
Caleo Capital N.A. LLC is a Ponte Vedra, FL firm with $112M under management, 119 clients and 4 advisers across 2 offices, as of its April 2026 filing.
- Caleo Capital N.A. LLCCurrent– present · 2 yearsHollywood, FL · Adviser representative · Firm CRD 308542
Investment adviser representative registrations
Daryl Bartkunsky is registered as an investment adviser representative in Florida, since February 2024.
- FloridaSince 6 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 8 May 2024 |
| Series 65 | Uniform Investment Adviser Law Examination | 15 December 2023 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Daryl Gilad Bartkunsky
- CRD
- 7861383
- Firm
- Caleo Capital N.A. · CRD 308542
- Office
- Hollywood, FL
- Registration
- Investment adviser registration
- In the industry since
- February 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Daryl Bartkunsky work?
Daryl Bartkunsky is an investment adviser representative registered through Caleo Capital N.A. LLC since February 2024, and is not listed among the firm’s executive officers or direct owners.
Is Daryl Bartkunsky a financial advisor?
Yes. Daryl Bartkunsky has a current investment-adviser registration in Florida, through Caleo Capital N.A. since February 2024.
How many years of experience does Daryl Bartkunsky have?
Daryl Bartkunsky has 2 years in the financial industry, since February 2024, across 1 adviser firm.
What exams has Daryl Bartkunsky passed?
Daryl Bartkunsky has passed 2 licensing exams: the Series 65 and SIE. The earliest, the Series 65, was passed in December 2023.
Where is Daryl Bartkunsky based?
Daryl Bartkunsky’s registered office is in Hollywood, FL.
Is Daryl Bartkunsky registered with FINRA?
No. Daryl Bartkunsky has no current broker registration.
How can I verify Daryl Bartkunsky’s record?
Search CRD 7861383 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daryl Bartkunsky’s full registration record.