Michael Kravitz
Michael Kravitz is a registered investment advisor at RBC Capital Markets, LLC, based in Boca Raton, FL, with 34 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
5355 Town Center Road, Suite 800, Boca Raton, FL, 33486
Get directionsHistory
Regulatory History (4)
Customer Dispute
June 2008Customer Dispute
January 2005Customer Dispute
May 2000Customer Dispute
April 1996Other Business Activities
Michael is the managing member of Kravitz Enterprises LLC, an investment account. He dedicates minimal time to investment decisions for the LLC.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Truist Investment Services, INC.Broker
Truist Advisory Services, INC.
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Raymond James & Associates, INC.Broker
Painewebber IncorporatedBroker
J. B. Hanauer & CO.Broker
Halpert and Company, INC.Broker
State Registrations26 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.