Linda Kalata has been an investment adviser representative at BPP Wealth Solutions since September 2025, and is not listed among the firm’s executive officers or direct owners. Linda Kalata holds a Bachelor of Arts in Management and Marketing from Felicia College.
BPP Wealth Solutions, LLC is a Basking Ridge, NJ firm with $247M under management, 113 clients and 4 advisers in one office, as of its March 2026 filing.
Linda Kalata is Senior Vice President of Operations of BPP Wealth Solutions, based in Basking Ridge, NJ. She oversees the daily operations and service model. She started her career in 1986 as a Client Associate and worked at a number of financial firms including Bear Stearns, First Boston, RBC and Merrill Lynch. Before joining BPP she was Chief Compliance Officer and Chief Administrative Officer at a local RIA start-up.
Linda Kalata’s longest registration was 10 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2012–2023). Before joining BPP Wealth Solutions in 2025, Linda Kalata was registered through Premier Path Wealth Partners, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- BPP Wealth Solutions, LLCCurrent– present · 1 yearDenville, NJ · Adviser representative · Firm CRD 166962
- Premier Path Wealth Partners, LLC– · 1 yearMadison, NJ · Adviser representative · Firm CRD 325300
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 10 yearsFlorham Park, NJ · Adviser representative · Firm CRD 7691
- Morgan Stanley Smith Barney LLC– · under a yearShort Hills, NJ · Adviser representative · Firm CRD 149777
Investment adviser representative registrations
Linda Kalata is registered as an investment adviser representative in New Jersey, since September 2025.
- New JerseySince 12 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 30 May 2012 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 May 2004 |
| Series 51 | Municipal Fund Securities Principal Examination | 24 March 2003 |
| Series 24 | General Securities Principal Examination | 16 November 2000 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 16 November 1999 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 16 November 1999 |
| Series 7 | General Securities Representative Examination | 21 May 1988 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Municipal Fund Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Representative Examination
- Full name
- Linda Rosa Kalata
- CRD
- 1613918
- Firm
- BPP Wealth Solutions · CRD 166962
- Office
- Denville, NJ
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 1991
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- bppwealth.com
Where does Linda Kalata work?
Linda Kalata is an investment adviser representative registered through BPP Wealth Solutions, LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Linda Kalata a financial advisor?
Yes. Linda Kalata has a current investment-adviser registration in New Jersey, through BPP Wealth Solutions since September 2025.
How many years of experience does Linda Kalata have?
Linda Kalata has 35 years in the financial industry, since April 1991, across 4 adviser firms.
What exams has Linda Kalata passed?
Linda Kalata has passed 8 licensing exams: the Series 7, Series 10, Series 9, Series 24, Series 51, Series 63, Series 66 and Series 7TO. The earliest, the Series 7, was passed in May 1988. FINRA credited Linda Kalata with the SIE, which began in October 2018.
Where did Linda Kalata work before BPP Wealth Solutions?
Before BPP Wealth Solutions, Linda Kalata was registered through Premier Path Wealth Partners, LLC, April 2023 to January 2025; Merrill Lynch, Pierce, Fenner & Smith Incorporated, July 2012 to May 2023; Morgan Stanley Smith Barney LLC, June 2012 to June 2012.
Where is Linda Kalata based?
Linda Kalata’s registered office is in Denville, NJ.
Is Linda Kalata registered with FINRA?
Yes. Linda Kalata has a current broker registration, under CRD 1613918.
Source: FINRA BrokerCheck
How can I verify Linda Kalata’s record?
Search CRD 1613918 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Linda Kalata’s full registration record.
