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MK

Michael Allen Kravitz

CRD# 7823748·Registered 2024 - 2025
Previously Registered: Being a previously registered professional could mean that Michael 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.

Professional Summary

Michael Allen Kravitz was a registered financial advisor. Michael was a previously registered financial professional and started their career in finance 2024 - 2025. Michael had worked at 1 firm and has passed the Series 65 exam.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

4 years registered in the securities industry

Current & Past Employments

Past

KRAVITZ GROUP HOLDINGS, LLCPast·CRD# 327016
RIA
Marion, VA
March 15, 2024 - October 8, 2025

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Current Firm

KG
KRAVITZ GROUP HOLDINGS, LLC

KRAVITZ GROUP HOLDINGS, LLC | KRAVITZ, MICHAEL ALLEN

CRD#: 327016

Contact Information

Main Address

Marion, VA

Phone Number

(276) 243-4114

# of Employees

1

Documents

Latest Form ADV
0

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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 name of the other business: Kravitz Group Holdings, LLC *whether the business is investment-related: Bookkeeping Service is Not Investment Related but Kravitz Group Holdings, Investment Advisory and Financial Planning Services are investment related. *the address of the other business: Address is 809 Hickory Lane, Marion VA 24354 *the nature of the other business: Clean-up and Monthly Bookkeeping/Accounting Services for private/non-profit small business(s) *your position: Full Charge Bookkeeper/Accountant *title, or relationship with the other business: Sole-Member *the start date of your relationship; 10/15/2018 *the approximate number of hours/month you devote to the other business: I may or/may not devote Up to "25" hours a week or Up to "100" hours a month (When Accepting or Have Bookkeeping Clients) *the number of hours you devote to the other business during securities trading hours: "0 hours during trading" (Before/After Securities Trading Hours) *and briefly describe your duties relating to the other business: "I Provide Clean-up and Monthly QuickBooks Online Bookkeeping/Accounting Services for Private Small Businesses, Non-Profit Organizations, and Home Owners Associations; my income from all services provided, is/are accounted for through Kravitz Group Holdings, LLC." I own several non-active website domains

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Sep 2022About the Series 65 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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