Ian S. Kravitz
Professional summary
Ian Sean Kravitz, who also goes by Ian Kravitz, is a registered financial professional currently at BERKSHIRE GLOBAL ADVISORS LP located in New York, New York.
Ian is registered as a RR (Registered Representative) and started their career in finance in 2019. Ian has worked at 4 firms and has passed the Series 63, Series 65, Series 79TO, SIE and Series 7TO exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Ian Sean Kravitz's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 20, 2026 - Present
BERKSHIRE GLOBAL ADVISORS LP
Office #1: 527 Madison Avenue 3rd Floor, New York, NY 10022August 31, 2020 - April 22, 2022
REGENTATLANTIC
January 10, 2020 - July 23, 2020
MERCER ALLIED COMPANY, L.P.
September 4, 2019 - July 23, 2020
GOLDMAN SACHS WEALTH SERVICES, L.P.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/30/2026)
Exams
Series 79TO
Date: 1/20/2026
Investment Banking Registered Representative ExaminationSeries 7TO
Date: 1/10/2020
General Securities Representative ExaminationFINRA
Current Firm
BERKSHIRE GLOBAL ADVISORS LP
CRD#: 124180 / SEC#: , 8-65641
Contact information
FINRA licenses (27 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| JADA CORP. | MEMBER | |
| BOMY CAPITAL CORPORATION | MEMBER | |
| HUMPHREY, JOHN HILDESLEY | MEMBER | 6229742 |
| BERKSHIRE CAPITAL CORPORATION | MEMBER | |
| DBR HOLDINGS INC. | MEMBER | |
| DELAMORE FAMILY TRUST | MEMBER | |
| HJS CORPORATION | MEMBER | |
| LATIN FIREBIRD CORP. | MEMBER | |
| SUGAR MAPLE CORPORATION | MEMBER | |
| BACH, KRISTINA NMN | FINOP, PFO, POO | 4281682 |
| BERKSHIRE GLOBAL ADVISORS GP, LLC | GENERAL PARTNER | |
| CAMERON, ROBERT BRUCE | CEO | 1146348 |
| DUNN, GLENN MICHAEL | MEMBER | 8048233 |
| EMTEMARK, PHILIP RAYMOND | MEMBER | 6378495 |
| FRIEDMAN, JUSTIN A | MEMBER | 6357798 |
| HACHIM, AJMAL BEN | MEMBER | 6762228 |
| JAKHETE, OPAL RAJ | MEMBER | 6685034 |
| JEANB CORPORATION | MEMBER | |
| KOLINSKY, DANIEL MICHAEL | MEMBER | 6734357 |
| KRUKOWSKI, JULIAN THEODORE | CCO | 3070439 |
| MITCHELL, JULIE ERIN | CAO | 3128001 |
| TARTAN FARM CORP. | MEMBER |
Disclosures
| Regulatory Event | 1 |
Red Flags
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