Michael A. Kravitz

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CRD#: 7823748

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.

Michael Allen Kravitz was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 2024. Michael had worked at 1 firm and has passed the Series 65 exam.

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 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

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

March 15, 2024 - October 8, 2025

KRAVITZ GROUP HOLDINGS, LLC

RIA

CRD#: 327016

Marion, VA

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

What does exam status mean?

State Security Law Exam

Series 65

Status Unavailable

Passed: 9/10/2022

Uniform Investment Adviser Law Examination

Current Firm

KRAVITZ GROUP HOLDINGS, LLC

KRAVITZ GROUP HOLDINGS, LLC | KRAVITZ, MICHAEL ALLEN

CRD#: 327016 / SEC#:

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Contact information

Main Address

Marion, VA

Mailing Address

Phone number

(276) 243-4114

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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