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RIA / WealthAdvisorCertified Financial Planner18 years in industry

KEVIN EARL SKALTSIS

Advisor at FOUNDATIONS INVESTMENT ADVISORS LLC

PHOENIX, AZ | EAST GREENWICH, RI

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Search this name across graphsid dfx:ria:92842201-109c-7b8f-e25d-fd42eb63f058

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 16, 2008 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FOUNDATIONS INVESTMENT ADVISORS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 9, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jun 9, 2008
First registration: Sep 16, 2008
Dual registered: no
Other names: KEVIN E SKALTSIS
IAPD individual key: 5461624

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FOUNDATIONS INVESTMENT ADVISORS LLC	Independent wealth	Jun 21, 2017	n/a	yes	PHOENIX, AZ\|EAST GREENWICH, RI	Current employment
GWN SECURITIES INC.	Bd affiliated wealth	Mar 24, 2016	May 30, 2017	no	Warwick, RI\|Warwick, RI\|PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL	Previous registration
FORESTERS EQUITY SERVICES, INC.	Former SEC adviser	May 12, 2014	Mar 23, 2016	no	WARWICK, RI\|PEABODY, MA	Previous registration
SOUTHEAST INVESTMENTS, N.C., INC.	State registered	Mar 27, 2012	Sep 4, 2012	no	WARWICK, RI\|CHARLOTTE, NC	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Sep 16, 2008	Mar 15, 2012	no	WARWICK, RI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GWN SECURITIES INC.	FOUNDATIONS INVESTMENT ADVISORS LLC	May 30, 2017	Jun 21, 2017	22	Firm change	Other
FORESTERS EQUITY SERVICES, INC.	GWN SECURITIES INC.	Mar 23, 2016	Mar 24, 2016	1	Firm change	Other
SOUTHEAST INVESTMENTS, N.C., INC.	FORESTERS EQUITY SERVICES, INC.	Sep 4, 2012	May 12, 2014	615	Firm change after gap	Other
MSI FINANCIAL SERVICES, INC.	SOUTHEAST INVESTMENTS, N.C., INC.	Mar 15, 2012	Mar 27, 2012	12	Firm change	Other

Relationships

Registered with (5)

→ FOUNDATIONS INVESTMENT ADVISORS LLCRegistered adviserregistration: current employment
Jun 21, 2017 to presentfactForm ADV
→ GWN SECURITIES INC.Registered adviserregistration: previous registration
Mar 24, 2016 to May 30, 2017factForm ADV
→ FORESTERS EQUITY SERVICES, INC.Registered adviserregistration: previous registration
May 12, 2014 to Mar 23, 2016factForm ADV
→ SOUTHEAST INVESTMENTS, N.C., INC.Registered adviserregistration: previous registration
Mar 27, 2012 to Sep 4, 2012factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Sep 16, 2008 to Mar 15, 2012factForm ADV

Dated events

No dated event names this entity yet.