Michael Kramer (CRD# 4695966) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 19 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Newedge Securities Inc. | Pittsburgh, PA | Oct 2023 - Current | < 1 |
Newedge Wealth | Stamford, CT | Oct 2023 - Current | < 1 |
J.p. Morgan Securities LLC | New York, NY | Sep 2023 - Oct 2023 | < 1 |
First Republic Securities Company, LLC | New York, NY | Feb 2021 - Oct 2023 | 2 |
First Republic Investment Management, Inc. | New York, NY | Feb 2021 - Oct 2023 | 2 |
Fbr Capital Markets & Company | New York, NY | Nov 2017 - Feb 2021 | 3 |
B. Riley & Company, LLC | New York, NY | Nov 2015 - Feb 2021 | 5 |
B. Riley Capital Management, LLC | New York, NY | May 2012 - Feb 2021 | 8 |
Ladenburg Thalmann & Company Inc. | New York, NY | May 2005 - Nov 2015 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2004 |
S65 | NASAA Investment Advisors Law Examination | May 2005 |
- CT
- NY
- TX
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Total Assets Under Management8,610MILLIONS
-
Total Number of Accounts9,457ACCOUNTS
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Average Account Value$910,480
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
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