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KH

Kyron B. Harold

SPRAKER WEST WEALTH MANAGEMENT,
Winter Park, FL 32789
Some features on this profile are disabled
CRD#: 7713707
KH

Professional summary

Kyron Blain Harold is a registered financial advisor currently at SPRAKER WEST WEALTH MANAGEMENT, INC located in Winter Park, Florida.

Kyron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Kyron has worked at 1 firm .

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyron Blain Harold'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®
None

Experience

Current

July 26, 2024 - Present

SPRAKER WEST WEALTH MANAGEMENT, INC

Office #1: 334 W. Morse Blvd., Winter Park, FL 32789
RIA
CRD#: 147075
Winter Park, FL

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".
SPRAKER WEST WEALTH MANAGEMENT, INC
SPRAKER WEST WEALTH MANAGEMENT, INC
SPRAKER WEALTH MANAGEMENT INC | SPRAKER WEST WEALTH MANAGEMENT, INC

CRD#: 147075 / SEC#: 801-69187

RIA
Registered Investment Advisory firm - (5/21/2008 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
Florida
(7/26/2024)

Exams

Current Firm

SPRAKER WEST WEALTH MANAGEMENT, INC
SPRAKER WEST WEALTH MANAGEMENT, INC
SPRAKER WEALTH MANAGEMENT INC | SPRAKER WEST WEALTH MANAGEMENT, INC

CRD#: 147075 / SEC#: 801-69187

RIA
Registered Investment Advisory firm - (5/21/2008 Approved)
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Contact information

Main Address
334 W. Morse Blvd., Winter Park, FL 32789
Mailing Address
Phone number
(407) 478-7899
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (3 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SPRAKER WEST WEALTHMANAGMENT BROCHURE MARCH-2025 (3/13/2025)

Regulatory assets under management

Total Number of Accounts476
AUM (Assets Under Management)$ 249,466,930

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

SPRAKER WEST WEALTH MANAGEMENT, INC

SPRAKER WEST WEALTH MANAGEMENT, INC

CRD#: 147075Winter Park, FL 32789

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