Unclaimed Profile

Linda Rose Kalata

PREMIER PATH WEALTH PARTNERS, LLC·MADISON, New Jersey

SIE, Series 7, Series 7TO, Series 9, Series 10, Series 24, Series 51, Series 63, Series 66Clean record14 years registeredPREMIER PATH WEALTH PARTNERS, LLC

7 GIRALDA FARMS, MADISON, NJ 07940CRD# 1613918Firm CRD# 325300

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Linda Rose Kalata · MADISON, NJ

Registration

CRD #1613918 · PREMIER PATH WEALTH PARTNERS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

BPP WEALTH SOLUTIONS, LLC

Sep 2025 – present

MUTUAL SECURITIES, INC.

May 2025 – present

PREMIER PATH WEALTH PARTNERS, LLC

Apr 2023 – Jan 2025

MADISON, NJ

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jul 2012 – May 2023

FLORHAM PARK, NJ

MORGAN STANLEY SMITH BARNEY LLC

Jun 2012 – Jun 2012

SHORT HILLS, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 9

Series 10

Series 24

Series 51

Series 63

Series 66

Registration record

First registered · June 4, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PREMIER PATH WEALTH PARTNERS, LLC

CRD 325300 · SEC 801-127703

AUM

$814M

Regulatory assets under management

Employees

1,622 client accounts

Services offered by PREMIER PATH WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PREMIER PATH WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Linda Rose Kalata offer?

Linda Rose Kalata specializes in Financial Planning, Investment Management. Contact their office in MADISON, New Jersey for a consultation.

What are Linda Rose Kalata's credentials?

Linda Rose Kalata is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Linda Rose Kalata located?

Linda Rose Kalata is based in MADISON, New Jersey, working with PREMIER PATH WEALTH PARTNERS, LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.

How does Linda Rose Kalata charge for services?

Linda Rose Kalata's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PREMIER PATH WEALTH PARTNERS, LLC?

PREMIER PATH WEALTH PARTNERS, LLC has approximately 8 employees and manages $814M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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