Michael Kramer (CRD# 3246428) is an Investment Advisor Representative working at Mott Capital Management LLC in Garden City, NY and has over 17 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 4632189
Sarsi, LLC
CRD# 6381165
A.g.p / Alliance Global Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mott Capital Management | Garden City, NY | Jul 2014 - Current | 9 |
| Mott Capital Management LLC | Garden City, NY | Jul 2014 - Current | 9 |
| Gilder Gagnon & Howe | New York, NY | Jul 2007 - May 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2007 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2014 |
- NY
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts23ACCOUNTS
-
Average Account Value$162,565
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Other
- Portfolio management for individuals and/or small businesses
- Other
NY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.