Todd Kalish has been an investment adviser representative at Park Edge Advisors since July 2022, and is not listed among the firm’s executive officers or direct owners.
Park Edge Advisors, LLC is a Cleveland, OH firm with $523M under management, 330 clients and 5 advisers across 4 offices, as of its May 2026 filing.
Todd Kalish is Principal and Advisor of Park Edge Advisors. He has provided investment advisory services to individuals and small to mid-market institutions since 1997. At Morgan Stanley he held the titles Senior Vice President, Senior Institutional Consultant and Senior Family Wealth Advisor. He also contributes to his clients' boards, especially on employee benefits.
Todd Kalish’s longest registration was 8 years at Morgan Stanley (2009–2017). Before joining Park Edge Advisors in 2022, Todd Kalish was registered through McDonald Partners LLC and Morgan Stanley.
- Park Edge Advisors, LLCCurrent– present · 4 yearsCleveland, OH · Adviser representative · Firm CRD 317521
- McDonald Partners LLC– · 4 yearsCleveland, OH · Adviser representative · Firm CRD 135414
- Morgan Stanley– · 8 yearsCleveland, OH · Adviser representative · Firm CRD 149777
- Morgan Stanley & Co. Incorporated– · under a yearCleveland, OH · Adviser representative · Firm CRD 8209
- Citigroup Global Markets Inc.– · 2 yearsCleveland, OH · Adviser representative · Firm CRD 7059
- Legg Mason Wood Walker Inc– · 5 yearsCleveland, OH · Adviser representative · Firm CRD 6555
Investment adviser representative registrations
Todd Kalish is registered as an investment adviser representative in Ohio, since July 2022.
- OhioSince 1 July 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 16 August 2007 |
| Series 65 | Uniform Investment Adviser Law Examination | 27 June 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 June 1997 |
| Series 7 | General Securities Representative Examination | 22 May 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Todd Clark Kalish
- CRD
- 2865875
- Firm
- Park Edge Advisors · CRD 317521
- Office
- 2360 W 11TH ST, Cleveland, OH 44113
- Registration
- Investment adviser registration
- In the industry since
- June 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- parkedgeadvisors.com
Where does Todd Kalish work?
Todd Kalish is an investment adviser representative registered through Park Edge Advisors, LLC since July 2022, and is not listed among the firm’s executive officers or direct owners.
Is Todd Kalish a financial advisor?
Yes. Todd Kalish has a current investment-adviser registration in Ohio, through Park Edge Advisors since July 2022.
How many years of experience does Todd Kalish have?
Todd Kalish has 29 years in the financial industry, since June 1997, across 6 adviser firms.
What exams has Todd Kalish passed?
Todd Kalish has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 31. The earliest, the Series 7, was passed in May 1997. FINRA credited Todd Kalish with the SIE, which began in October 2018.
Where did Todd Kalish work before Park Edge Advisors?
Before Park Edge Advisors, Todd Kalish was registered through Morgan Stanley, June 2009 to October 2017; Morgan Stanley & Co. Incorporated, June 2008 to June 2009; Citigroup Global Markets Inc., February 2006 to June 2008; Legg Mason Wood Walker Inc, September 2000 to February 2006.
Where is Todd Kalish based?
Todd Kalish’s registered office is in Cleveland, OH.
Is Todd Kalish registered with FINRA?
No. Todd Kalish has no current broker registration.
How can I verify Todd Kalish’s record?
Search CRD 2865875 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Todd Kalish’s full registration record.
