Financial advisor
Robert Kalman
At Wealth Enhancement · Northbrook, IL
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Miramar Capital | Miramar Capital | Wealth Enhancement | Acquisition | August 4, 2026 | $592M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Investment adviser | August 3, 2026 | Current |
| MIRAMAR CAPITAL | Investment adviser | November 27, 2017 | August 27, 2026 |
| SAXONY SECURITIES, INC. | Broker-dealer | August 1, 2016 | April 30, 2018 |
| FORESIGHT INVESTMENTS, LLC | Broker-dealer | January 11, 2005 | August 2, 2016 |
| JERSEY SHORE TRADING GROUP INC. | Broker-dealer | August 4, 2003 | July 20, 2005 |
| PHILLIP LOUIS TRADING, INC. | Broker-dealer | January 30, 2002 | August 21, 2003 |
| SHAMROCK PARTNERS, LTD | Broker-dealer | November 26, 2001 | January 24, 2002 |
| KALMAN KUSHNIR CAPITAL INC. | Investment adviser | July 16, 1999 | August 22, 2018 |
| LISS FINANCIAL SERVICES | Broker-dealer | September 15, 1998 | November 27, 2001 |
| R. D. KUSHNIR & CO. | Broker-dealer | June 11, 1990 | July 7, 1998 |
| HORWITZ, SCHAKNER & ASSOCIATES, INC. | Broker-dealer | May 3, 1990 | June 20, 1990 |
| BLUNT ELLIS & LOEWI INCORPORATED | Broker-dealer | June 21, 1988 | June 8, 1990 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.