Barry M. Kiront

CRAFT WEALTH MANAGEMENT LLC

Garden City, NY 11530

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CRD#: 2281871

Professional summary

Barry Michael Kiront is a registered financial advisor currently at CRAFT WEALTH MANAGEMENT LLC located in Garden City, New York and CRAFT CAPITAL MANAGEMENT LLC located in Boca Raton, Florida.

Barry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Barry has worked at 7 firms and has passed the Series 65, Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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. JOBAST HOLDING INC.; NOT INVESTMENT RELATED; 377 OAK STREET, LOWER CONCOURSE, GARDEN CITY, NY 11530; ADMINISTRATIVE - BILL PAYING ENTITY; VP-SEC; START DATE 04/1997; DEVOTES APPROXIMATE 1 TO 2 HOURS A MONTH WHICH NONE ARE DURING TRADING HOURS; DUTIES INCLUDE BACK-UP ADMINISTRATION. 2. CRAFT WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 377 OAK STREET, LOWER CONCOURSE, GARDEN CITY, NY 11530; TITLE IS CEO; IN CHARGE OF DAY-TO-DAY MANAGEMENT OF FIRM; START DATE 03/2015; DEVOTES APPROX 20 HOURS A MONTH. 3. CRAFT ASSET HOLDINGS, LLC; BILL PAYING ENTITY (NOT INVESTMENT RELATED); 377 OAK STREET, LOWER CONCOURSE, GARDEN CITY, NY 11530; TITLE IS CEO; IN CHARGE OF DAY-TO-DAY MANAGEMENT OF FIRM; START DATE 10/2013; DEVOTES APPROX 5 HOURS A MONTH. 4. ADVANCED CAPITAL MANAGEMENT LLC, 377 OAK STREET, LOWER CONCOURSE, GARDEN CITY, NY 11530; INVESTMENT HOLDING COMPANY, INVESTMENT RELATED; MEMBER, NO DAY TO DAY DUTIES;06/26/2019, 0 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Barry Michael Kiront'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®

None

Experience

Current

August 31, 2021 - Present

CRAFT WEALTH MANAGEMENT LLC

Office #1: 377 Oak Street Lower Concourse, Garden City, NY 11530

RIA

CRD#: 170395

Garden City, NY

Current

March 23, 2015 - Present

CRAFT CAPITAL MANAGEMENT LLC

Office #1: 1200 North Federal Hwy Suite 328, Boca Raton, FL 33432

CRD#: 171350

Boca Raton, FL

Past

May 14, 2015 - June 29, 2020

CRAFT WEALTH MANAGEMENT LLC

RIA

CRD#: 170395

GARDEN CITY, NY

Past

March 9, 2011 - March 31, 2015

WOODSTOCK FINANCIAL GROUP, INC.

RIA

CRD#: 38095

GARDEN CITY, NY

Past

May 6, 1998 - March 31, 2015

WOODSTOCK FINANCIAL GROUP, INC.

CRD#: 38095

GARDEN CITY, NY

Past

March 2, 1998 - March 17, 1998

FAIRCHILD FINANCIAL GROUP, INC.

CRD#: 21404

NEW YORK, NY

Past

August 8, 1994 - December 23, 1997

MONROE PARKER SECURITIES, INC.

CRD#: 31204

PURCHASE, NY

Past

March 16, 1993 - August 8, 1994

BILTMORE SECURITIES, INC.

CRD#: 25023

FT. LAUDERDALE, FL

Past

December 16, 1992 - March 12, 1993

STRATTON OAKMONT INC.

CRD#: 18692

LAKE SUCCESS, NY

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.

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

Alabama
(8/7/2025)

California
(3/10/2017)

Florida
(7/8/2015)

Louisiana
(5/11/2015)

IAR

Louisiana
(5/10/2022)

Michigan
(9/1/2017)

Nebraska
(6/24/2015)

Nevada
(8/10/2016)

New Jersey
(11/29/2016)

New York
(4/9/2015)

IAR

New York
(8/31/2021)

Ohio
(5/18/2015)

Oklahoma
(7/21/2020)

Puerto Rico
(6/17/2016)

Tennessee
(8/27/2025)

Texas
(2/9/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/7/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/24/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/11/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/27/1995

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

CRAFT WEALTH MANAGEMENT LLC

CRD#: 170395 / SEC#: 801-86170

RIA

Registered Investment Advisory firm - (6/29/2020 Terminated)

Louisiana

Registered Investment Advisory firm - (5/10/2022 Approved)

New York

Registered Investment Advisory firm - (6/8/2020 Approved)

Ohio

Registered Investment Advisory firm - (8/23/2016 Terminated)

Oklahoma

Registered Investment Advisory firm - (6/29/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

377 Oak Street Lower Concourse, Garden City, NY 11530

Mailing Address

Phone number

(516) 833-1325

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	58
AUM (Assets Under Management)	$ 9,180,514

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.

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Advisor Monitoring

Firm Stability Insights

Barry M. Kiront

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Barry Michael Kiront's CRS (Customer Relationship Summary).

Certified licenses

Experience

CRAFT CAPITAL MANAGEMENT LLC

CRAFT WEALTH MANAGEMENT LLC

WOODSTOCK FINANCIAL GROUP, INC.

WOODSTOCK FINANCIAL GROUP, INC.

FAIRCHILD FINANCIAL GROUP, INC.

MONROE PARKER SECURITIES, INC.

BILTMORE SECURITIES, INC.

STRATTON OAKMONT INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/7/2011

Series 63

Date: 12/24/1992

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 12/11/1992

Series 24

Date: 2/27/1995

FINRA

Current Firm

CRAFT WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CRAFT WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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