Joshua Kruk

SHELBURNE, VT

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CRD#: 6063622

Professional summary

Joshua Kruk, CFA, who also goes by Joshua M. Kruk, was a registered financial advisor .

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Joshua had worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

Aliases

Joshua M. Kruk

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®

CFA

Chartered Financial Analyst

Experience

Current

July 6, 2026 - Present

SHELBURNE, VT

Past

September 4, 2019 - June 1, 2023

ONE DAY IN JULY LLC

RIA

CRD#: 284335

Shelburne, VT

Past

October 29, 2012 - October 3, 2018

GOLDMAN SACHS & CO. LLC

CRD#: 361

BURLINGTON, VT

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

Vermont
(7/6/2026)

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

Series 63

Date: 9/14/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/27/2012

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/1/2013

General Securities Principal Examination

Current firm

No current employment

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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Joshua Kruk

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ONE DAY IN JULY LLC

GOLDMAN SACHS & CO. LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/14/2012

SIE

Date: 10/1/2018

Series 7

Date: 10/27/2012

Series 24

Date: 3/1/2013

Current firm

No current employment

Red Flags

Company Information

No current employment

TRUST BUT VERIFY

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