Dale Kramer, financial advisor Naples FL

Dale Kramer

CRD Number: 1255103
Current Firm: Commonwealth Financial Network

Dale Kramer (CRD# 1255103) is an Investment Advisor Representative working at Commonwealth Financial Network in Naples, FL and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Nov 2020 - Current 3
Kramer Wealth Strategies, LLC Massena, NY Nov 2020 - Current 3
Morgan Stanley Private Bank, N.a New York, NY Jan 2015 - Current 9
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Nov 2020 5
Morgan Stanley Smith Barney Massena, NY Jun 2009 - Nov 2020 11
Citigroup Global Markets Inc. Potsdam, NY Jul 1993 - Nov 2020 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1984
S65 NASAA Investment Advisors Law Examination May 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Dale E. Kramer
Phone Number: 781-736-0700
Registered State(s):
  • FL
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY

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