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Charles W. Kraut

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CRD#: 711106
CK

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.

Charles William Kraut was a registered financial advisor .

Charles is a previously registered financial advisor and started their career in finance in 1980. Charles had worked at 11 firms and has passed the Series 65, Series 63, Series 5, Series 7 and Series 24 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

May 11, 2007 - May 28, 2014

CHARLES W. KRAUT, MBA

RIA
CRD#: 114705
LEXINGTON, VA
Past

May 30, 1991 - October 27, 2000

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

January 4, 1991 - June 11, 1991

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

September 11, 1989 - November 27, 1989

MARKETING ONE SECURITIES, INC.

BD
CRD#: 16611
PORTLAND, OR
Past

June 18, 1989 - December 31, 1990

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

January 5, 1989 - June 18, 1989

SOUTHMARK FINANCIAL SERVICES, INC.

BD
CRD#: 6518
Past

September 24, 1986 - January 10, 1989

SECURITY DISTRIBUTORS

BD
CRD#: 3336
Past

January 8, 1986 - October 26, 1987

FIRST SECURITIES CORPORATION OF THE SOUTHWEST

BD
CRD#: 10511
Past

January 8, 1985 - January 18, 1986

RAUSCHER PIERCE REFSNES, INC.

BD
CRD#: 6663
Past

October 20, 1983 - December 28, 1984

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
Past

April 26, 1982 - October 28, 1983

RAUSCHER PIERCE REFSNES, INC.

BD
CRD#: 6663
Past

April 3, 1981 - May 4, 1982

LPL FINANCIAL LLC

BD
CRD#: 6413
Past

March 21, 1980 - February 7, 1981

RAY ESPOSITO & ASSOCIATES, INC.

BD
CRD#: 8047

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
IAR
Series 65
Date: 5/10/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 5
Date: 8/22/1983
Interest Rate Options Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CW
CHARLES W. KRAUT, MBA
CHARLES W. KRAUT, MBA | CHARLES WILLIAM KRAUT

CRD#: 114705 / SEC#:

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Contact information


Main Address
Lexington, VA
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


CHARLES W. KRAUT, MBA

CRD#: 114705

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