Brett Kramer, financial advisor New York NY

Brett Kramer

CRD Number: 6959413
Current Firm: Ubs Financial Services Inc.

Brett Kramer (CRD# 6959413) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New York, NY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Weehawken, NJ Aug 2019 - Current 4
University Of Richmond University Of Richmond, VA Aug 2015 - May 2019 3
Ubs Securities LLC Weehawken, NJ Jun 2018 - Aug 2018 < 1
Cleveland Clinic Cleveland, OH Jun 2017 - Aug 2017 < 1
Mp Biomedicals Solon, OH May 2016 - Aug 2016 < 1
Western Reserve Academy Hudson, OH Aug 2011 - May 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Brett K. Kramer
Phone Number: 201-352-3000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    702,387
    MILLIONS
  • Total Number of Accounts
    1,093,486
    ACCOUNTS
  • Average Account Value
    $642,338
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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