Harvey M Kraus
Investment adviser representative at Walnut Investment Services LLC
46 yearsExperience
2 statesRegistered in
$94MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
46 years in the industry.
- Walnut Investment Services LLCFeb 2001 to now
- Harvey M Kraus AccountingJun 1980 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Walnut Investment Services LLC
$94MAssets managed
199Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4519827
- Firm CRD
- 113666