Harold Kalkstein has been an investment adviser representative at Latitude Advisors since May 2021, and is not listed among the firm’s executive officers or direct owners.
Latitude Advisors, LLC is a firm with $567M under management, 1,590 clients and 65 advisers across 26 offices, as of its April 2026 filing.
- Latitude Advisors, LLCCurrent– present · 5 yearsNew York, NY · Adviser representative · Firm CRD 151001
Investment adviser representative registrations
Harold Kalkstein is registered as an investment adviser representative in New York, since May 2021.
- New YorkSince 25 May 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 62 | Corporate Securities Limited Representative Examination | 14 November 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 January 1985 |
| Series 22 | Direct Participation Programs Representative Examination | 13 July 1981 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 13 July 1981 |
| Series 1 | Registered Representative Examination | 24 May 1976 |
- Name
- Securities Industry Essentials Examination
- Name
- Corporate Securities Limited Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Registered Representative Examination
- Full name
- Harold Murray Kalkstein
- CRD
- 734267
- Firm
- Latitude Advisors · CRD 151001
- Office
- 590 Madison Avenue, 21 Floor, New York, NY 10022
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 1983
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Harold Kalkstein work?
Harold Kalkstein is an investment adviser representative registered through Latitude Advisors, LLC since May 2021, and is not listed among the firm’s executive officers or direct owners.
Is Harold Kalkstein a financial advisor?
Yes. Harold Kalkstein has a current investment-adviser registration in New York, through Latitude Advisors since May 2021.
How many years of experience does Harold Kalkstein have?
Harold Kalkstein has 43 years in the financial industry, since March 1983, across 1 adviser firm.
What exams has Harold Kalkstein passed?
Harold Kalkstein has passed 5 licensing exams: the Series 1, Series 22, Series 6, Series 63 and Series 62. The earliest, the Series 1, was passed in May 1976. FINRA credited Harold Kalkstein with the SIE, which began in October 2018.
Where is Harold Kalkstein based?
Harold Kalkstein’s registered office is in New York, NY.
Is Harold Kalkstein registered with FINRA?
Yes. Harold Kalkstein has a current broker registration, under CRD 734267.
Source: FINRA BrokerCheck
How can I verify Harold Kalkstein’s record?
Search CRD 734267 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Harold Kalkstein’s full registration record.