Robert Kruty, financial advisor Westlake OH

Robert Kruty

CRD Number: 2075038
Current Firm: Valmark Advisers, Inc.

Robert Kruty (CRD# 2075038) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Westlake, OH and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
River Financial Group Rocky River , OH May 2003 - Current 20
Valmark Securities, Inc. Beachwood, OH May 2003 - Current 20
Valmark Advisers, Inc. Beachwood, OH May 2003 - Current 20
Kruty & Assoc. Cleveland , OH May 1992 - Current 31
Massachusetts Mutual Life Insurance Company Cleveland, OH Jun 1990 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1991
S66 NASAA Uniform Combined State Law Examination Feb 2019
Contact Info for Robert G. Kruty
Phone Number: 800-765-5201
Registered State(s):
  • FL
  • GA
  • IN
  • LA
  • MD
  • MI
  • MN
  • NY
  • NC
  • OH
  • PA
  • SC
  • WA
By the Numbers
  • Total Assets Under Management
    5,803
    MILLIONS
  • Total Number of Accounts
    16,044
    ACCOUNTS
  • Average Account Value
    $361,663
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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