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Walnut Investment Services LLC CRD 113666
$94.0M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1018 8Th Avenue, Brooklyn, NY 11215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
| NY | RA | APPROVED | 2023-07-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walnut Investment Services Llc | Brooklyn | NY | 02/2001 | Present |
| Harvey M Kraus Accounting | Morganville | NJ | 06/1980 | Present |
APPLICANT HAS BEEN IN BUSINESS FOR HIMSELF FOR OVER 25 YEARS AS AN ACCOUNTANT AND TAX PREPARER. HE CONTINUES IN THIS PROFESSION ALONG WITH HIS INVOLVEMENT AS A PRINCIPAL AND MANAGING PARTNER WITH WALNUT INVESTMENT SERVICES LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-28 |
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