Damian Kramer, financial advisor Indianapolis IN
90 score

Damian Kramer

CRD Number: 6104259
Current Firm: Strategic Advisers, Inc.

Damian Kramer (CRD# 6104259) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Indianapolis, IN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Covington, KY Jul 2012 - Current 4
45 East Bar And Grill Oxford, OH Apr 2012 - Jul 2012 < 1
Miami University Oxford, OH Aug 2008 - May 2012 3
Miami University Oxford, OH Oct 2008 - Feb 2010 1
Aeropostale, Inc. Zanesville, OH Oct 2007 - Jan 2010 2
The Wilds Cumberland, OH Mar 2008 - Aug 2008 < 1
Zane State College Zanesville, OH Sep 2007 - Jun 2008 < 1
Unemployed New Concord, OH Jul 2007 - Sep 2007 < 1
The Wilds Cumberland, OH Mar 2007 - Aug 2007 < 1
John Glenn High School New Concord, OH Aug 2003 - May 2007 3
Ymca Of Cambridge Cambridge, OH Jul 2006 - Apr 2007 < 1
Mark Pi's China Gate Zanesville, OH Aug 2005 - Jan 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2012
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Damian R. Kramer
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • 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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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