David E. Kranz

RESHAPE WEALTH

Boca Raton, FL

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CRD#: 5605407

Professional summary

David E Kranz, CFP® is a registered financial advisor currently at RESHAPE WEALTH located in Boca Raton, Florida.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. David has worked at 5 firms and has passed the Series 66, SIE, Series 31 and Series 7 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). RESHAPE, LLC 65 BAY STREET, SUITE 302, JERSEY CITY, NJ 07302 NON INVESTMENT RELATED, BUSINESS CONSULTING, SINCE 6/2018, LIMITED HOURS DURING TRADING HOURS. 2). INITIATIVE PARTNERS, LLC; NON-INVESTMENT RELATED; DELRAY BEACH, FLORIDA 33444; CONSULTING FIRM; MANAGING DIRECTOR SINCE 12/2021; BUSINESS DEVELOPMENT CONSULTING FOR PRIVATE COMPANIES; 2 HOURS PER MONTH: HOURS NON-TRADING HOURS: 0 3). Mr. Kranz is a Member of Greatstone Management, LLC., 16192 Coastal Hwy, Lewes Delaware 19958. An organization formed to invest in a single private company. In his role as an investor, this activity amounts to 0% of his time during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David E Kranz's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Experience

Current

May 24, 2024 - Present

RESHAPE WEALTH

RIA

CRD#: 330582

Boca Raton, FL

Past

September 7, 2017 - June 3, 2024

BELPOINTE ASSET MANAGEMENT LLC

RIA

CRD#: 143440

Jersey City, NJ

Past

January 23, 2012 - August 25, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NEW YORK, NY

Past

January 23, 2012 - August 25, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

February 22, 2010 - February 9, 2012

MORGAN STANLEY

RIA

CRD#: 149777

NEW YORK, NY

Past

June 1, 2009 - February 9, 2012

MORGAN STANLEY

CRD#: 149777

NEW YORK, NY

Past

January 7, 2009 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

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".

RESHAPE WEALTH

RESHAPE PLANNING | RESHAPE, LLC | RESHAPE WEALTH

CRD#: 330582 / SEC#: 801-130135

RIA

Registered Investment Advisory firm - (4/29/2024 Approved)

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.

Highlighted states indicate IAR registrations

IAR

California
(5/24/2024)

IAR

Colorado
(5/24/2024)

IAR

Connecticut
(5/24/2024)

IAR

Florida
(5/31/2024)

IAR

Massachusetts
(1/17/2025)

IAR

New Jersey
(5/28/2024)

IAR

New York
(5/24/2024)

IAR

Texas
(5/24/2024)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/22/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 8/25/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 1/5/2011

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 1/6/2009

General Securities Representative Examination

Current Firm

RESHAPE WEALTH

RESHAPE PLANNING | RESHAPE, LLC | RESHAPE WEALTH

CRD#: 330582 / SEC#: 801-130135

RIA

Registered Investment Advisory firm - (4/29/2024 Approved)

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Contact information

Main Address

65 Bay Street Suite 3403, Jersey City, NJ 07032

Mailing Address

Phone number

(646) 626-7902

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RESHAPE LLC ADV PART 2A DISCLOSURE (10/14/2025)

Regulatory assets under management

Total Number of Accounts	575
AUM (Assets Under Management)	$ 171,942,100

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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David E. Kranz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David E Kranz's CRS (Customer Relationship Summary).

Certified licenses

Experience

BELPOINTE ASSET MANAGEMENT LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

RESHAPE WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 1/22/2009

SIE

Date: 8/25/2017

Series 31

Date: 1/5/2011

Series 7

Date: 1/6/2009

Current Firm

RESHAPE WEALTH

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RESHAPE WEALTH

TRUST BUT VERIFY

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