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Bruce Kramer, financial advisor Millsboro DE

Bruce Kramer

CRD Number: 6520828
Current Firm: Greenwich Financial Advisors, LLC

Bruce Kramer (CRD# 6520828) is an Investment Advisor Representative working at Greenwich Financial Advisors, LLC in Millsboro, DE and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Greenwich Financial Advisors, LLC Millsboro, DE Dec 2020 - Current 3
Bruce Kramer Cpa, LLC Florham Park, NJ Jan 2014 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2015
Contact Info for Bruce W. Kramer
32157 Ivory Gull, Millsboro, DE 19966
Phone Number: 203-321-6627
Registered State(s):
  • DE
Current Firm Details
Greenwich Financial Advisors, LLC
Firm's CRD Number: 155618
By the Numbers
  • Total Assets Under Management
    35
    MILLIONS
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $786,267
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CT, DE, NY

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