RK
Robert G. Kruty
VALMARK ADVISERS
WESTLAKE, OH 44145
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CRD#: 2075038
RK
Professional summary
Robert Glenn Kruty, who also goes by Robert G Kruty, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Westlake, Ohio and VALMARK SECURITIES, INC. located in Westlake, Ohio.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Robert has worked at 5 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7, Series 6 and Series 27 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert G Kruty
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)PARTNER-RIVER FINANCIAL GROUP./// 2)BROKER-HEALTH INSURANCE(VARIOUS COMPANIES)./// 3)BROKER-LIFE INSURANCE (VARIOUS COMPANIES)./// 4)VARIOUS INSURANCE CARRIERS OUTSTIDE OF EIA. /// 5)RIVER FINANCIAL GROUP OWNS 50% LINDA ST/ LLC WHICH IS AN ACCOUNTING/PAYROLL SERVICE./// 6)PARTNER IN REAL-TIME MEDIA, LLC., NO CURRENT INCOME. DISTRIBUTION OF FUTURE PROFITS./// 7. NAME OF BUSINESS: ST. MALACHI CENTER; BUSINESS ADDRESS: 2416 SUPERIOR VIADUCT, CLEVELAND, OH 44113-2317;NATURE OF BUSINESS: 501 C3 CHARITY-HELP THE POOR AND CHILDREN OF THE POOR; INVESTMENT RELATED: NO; START DATE: 2011; HOURS PER MONTH: 12; HOURS DURING TRADING HOURS: 0; POSITION: BOARD MEMBER; CLIENT INVOLVEMENT: YES, I HAVE CLIENTS ON THE BOARD; DUTIES: I HAVE BEEN ASKED TO WORK WITH THE FINANCE COMMITTEE TO ESTABLISH AN INVESTMENT POLICY STATEMENT FOR DISBURSMENT OF FUNDS, ALSO ASKED TO GIVE DIRECTION AS TO INVESTMENT ALLOCATION; COMPENSATION: I RECIEVE NO COMPENSATION. ST. MALACHI CENTER HAS A WRITTEN STATEMENT TO THIS AS WELL AS AN UNDERSTANDING THAT I HAVE NO CONTROL OF THE ASSETS./// 8.) MARINA AT THE WESTLAKE; MARINA ASSOCIATION OF PRIVATELY OWNED DOCKS; TREASURER; HELP WITH THE BOOKS, PAYING THE BILLS, AND GENERAL BOARD DUTIES; NOT INVESTMENT RELATED./// 9.) Rental Property; 4265 Bay Beach Lane, Ft. Myers Beach, FL 33931; NOT Investment Related; Start Date 4/1/2021; Approximately 1-5 hrs. per month; Renter is a client; receiving month rent for 3 years./// 10.) Rental Property; 1444 West 10th Street #108 Cleveland, OH 44113; NOT Investment Related; Start Date 6/21/2022; Less than 1 hour per month; Renter is a client; receiving monthly rent for approximately 5 months./// 11.) Rental Property; Condo Downtown Cleveland; rented to son of client, he is not a client; NOT Business Related; Start date 05/2024; Approximately 1-5 hrs. per month; rent payment will come directly from reps client company./// 12.) rental- boat dock; not investment related; 1-5 hours/ month; income from rental fee./// 13.) Kruty & Associates; 5336 Willow Lane, Vermilion, OH 44089; Financial; President; YES Investment Related; Start Date 2003; Own Company; Approximately 21-40 hrs. per month; Yes client of mine, Solo 'K' Plan; Compensated by W-2 and K-1.///
CRS (Client Relationship Summary) - RIA
Click below to view Robert Glenn Kruty's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 13, 2003 - Present
VALMARK ADVISERS, INC.
Office #1: 2035 Crocker Road, Westlake, OH 44145RIA
CRD#: 108050
WESTLAKE, OH
Current
May 1, 2003 - Present
VALMARK SECURITIES, INC.
Office #1: 2035 Crocker Road Suite 103, Westlake, OH 44145BD
CRD#: 31243
Westlake, OH
Past
June 17, 2003 - September 29, 2009
RIVER FINANCIAL GROUP
RIA
CRD#: 127169
ROCKY RIVER, OH
Past
March 27, 2000 - May 30, 2003
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
October 17, 1991 - March 27, 2000
INDEPENDENCE CAPITAL CO., INC.
BD
CRD#: 24723
PARMA, OH
Past
July 12, 1990 - October 23, 1991
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(11/15/2022)
RR
California(5/12/2009)
RR
Delaware(2/16/2007)
RR
Florida(1/3/2005)
IAR
Florida(8/20/2020)
RR
Georgia(5/27/2009)
IAR
Georgia(9/23/2020)
RR
Illinois(5/27/2009)
IAR
Illinois(10/24/2024)
RR
Indiana(9/9/2005)
IAR
Indiana(2/20/2019)
RR
Kentucky(10/6/2008)
IAR
Louisiana(11/16/2021)
RR
Maryland(1/4/2010)
IAR
Maryland(12/6/2022)
RR
Massachusetts(1/15/2020)
RR
Michigan(12/15/2008)
IAR
Michigan(1/22/2024)
RR
Minnesota(1/24/2007)
IAR
Minnesota(5/25/2022)
RR
Mississippi(10/4/2024)
IAR
Mississippi(10/10/2024)
RR
Nevada(12/6/2016)
RR
New York(1/2/2014)
IAR
New York(4/6/2021)
RR
North Carolina(5/11/2006)
IAR
North Carolina(4/3/2023)
RR
Ohio(5/1/2003)
IAR
Ohio(5/15/2003)
RR
Pennsylvania(7/22/2004)
IAR
Pennsylvania(9/9/2019)
RR
South Carolina(4/27/2004)
IAR
South Carolina(2/27/2019)
RR
Tennessee(10/24/2024)
RR
Texas(7/12/2018)
RR
Virginia(9/1/2009)
RR
Washington(1/22/2020)
IAR
Washington(1/22/2020)
RR
West Virginia(12/17/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
130 Springside Drive Suite 300, Akron, OH 44333
Mailing Address
Phone number
(800) 765-5201
Established
Firm type
Fiscal year end
# of Employees
275
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,096 |
| AUM (Assets Under Management) | $ 8,379,181,235 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
