Michael Kravitz, financial advisor Marion VA

Michael Kravitz

CRD Number: 7823748
Current Firm: Kravitz Group Holdings, LLC

Michael Kravitz (CRD# 7823748) is an Investment Advisor Representative working at Kravitz Group Holdings, LLC in Marion, VA and has 1 year of experience in the finance industry.

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Salt Lake City Bookkeeping Salt Lake City, UT Feb 2024 - Current < 1
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Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2022
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Michael A. Kravitz
Phone Number: 276-243-4114
Registered State(s):
  • VA
Current Firm Details
Kravitz Group Holdings, LLC
Firm's CRD Number: 327016
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

VA

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