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Managing Partner · Walnut Investment Services LLC

Harvey M Kraus

CRD 4519827 · Named on Form ADV at one SEC-registered adviser

At a glance

Walnut Investment Services LLC, an SEC-registered wealth manager based in Brooklyn, NY with $94 million in regulatory assets, lists Harvey M Kraus on its Form ADV as Managing Partner, a control person.

Firms and roles

AtlasMembers

Harvey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
Locked
Each firm’s assets and growth
Locked
Search and export owners by title, state and firm size
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
2023 (3 years)
Designations
None on file
Exams
Series 65
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Harvey’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Mark BlindermanManaging Partner/chief Compliance Officer, Walnut Investment Services LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Harvey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.