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Ernest M. Krauss

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CRD#: 275173
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ernest Michael Krauss was a registered financial professional .

Ernest is a previously registered financial professional and started their career in finance in 1973. Ernest had worked at 15 firms and has passed the Series 63, PC, Series 000 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

September 18, 1997 - July 2, 1998

FINANCIAL WEST GROUP

BD
CRD#: 16668
RENO, NV
Past

April 11, 1996 - April 10, 1997

JOSEPH STEVENS & CO., INC.

BD
CRD#: 35459
BROOKLYN, NY
Past

August 7, 1995 - April 8, 1996

KENSINGTON WELLS INCORPORATED

BD
CRD#: 30570
Past

April 13, 1993 - September 19, 1994

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

October 12, 1992 - March 6, 1993

DUKE & CO., INC.

BD
CRD#: 8035
NEW YORK, NY
Past

October 7, 1991 - October 9, 1992

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

December 19, 1989 - October 1, 1991

FINANCIAL SQUARE PARTNERS

BD
CRD#: 1541
NEW YORK, NY
Past

October 22, 1987 - June 30, 1988

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

September 26, 1985 - August 31, 1987

L. F. ROTHSCHILD & CO. INCORPORATED

BD
CRD#: 501
Past

May 14, 1985 - October 7, 1985

ROONEY, PACE INC.

BD
CRD#: 6218
Past

July 24, 1984 - May 9, 1985

D. H. BLAIR & CO., INC.

BD
CRD#: 6833
Past

June 26, 1984 - July 10, 1984

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

May 28, 1975 - February 22, 1978

LEHMAN BROTHERS INCORPORATED

BD
CRD#: 514
Past

June 26, 1973 - July 12, 1975

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

BD
CRD#: 572
Past

January 16, 1973 - July 7, 1973

EDWARDS & HANLY

BD
CRD#: 6554
Past

January 11, 1973 - June 27, 1984

LEHMAN BROTHERS KUHN LOEB INCORPORATED

BD
CRD#: 7555

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/27/1979
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
PC
Date: 12/28/1989
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 000
Date: 1/11/1973
General Securities Principal Examination
General Industry/Product Exam
RR
Series 1
Date: 1/11/1973
Registered Representative Examination

Current Firm


FW
FINANCIAL WEST GROUP
FINANCIAL WEST GROUP | TORREYA CAPITAL, A DIVISION OF FINANCIAL WEST GROUP | REEDLAND CAPITAL PARTNERS, AN INSTITUTIONAL DIVISION OF FWG | PACIFIC ASSET GROUP, INC. | GELLER BIOPHARM - A HEALTH CARE INVESTMENT BANKING DIVISION FWG | FINANCIAL WEST INVESTMENT GROUP, INC. DBA FINANCIAL WEST GROUP | FINANCIAL WEST INVESTMENT GROUP, INC.

CRD#: 16668 / SEC#: 801-57393, 8-34448

BD
Cancelled by SEC on 09/28/2023
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Contact information


Main Address
1330 Lander St., Reno, NV 89509
Mailing Address
Phone number
Established
California since 05/22/1985
Firm type
Corporation
Fiscal year end
September
# of Employees

FINRA licenses (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
PARADOX HOLDING, INC. A NEVADA CORPORATIONSHAREHOLDER
DOYLE, JACOB MICHAELVICE PRESIDENT6014279
HODGES, AL CLIFTONBOARD MEMBER6594701
VALENTINE, GENE CHARLESCHIEF COMPLIANCE OFFICER1079871
VALENTINE, GENE CHARLESCHAIRMAN/CEO/PRESIDENT1079871

Disclosures


Regulatory Event73
Arbitration7

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.

Company Information


FINANCIAL WEST GROUP

CRD#: 16668

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