Matthew Kramer, financial advisor Palm Beach Gardens FL
89 score

Matthew Kramer

CRD Number: 6173717
Current Firm: Wells Fargo Advisors, LLC

Matthew Kramer (CRD# 6173717) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Palm Beach Gardens, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Palm Beach Gardens, FL Apr 2016 - Current < 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Apr 2016 1
Morgan Stanley North Palm Beach, FL Mar 2013 - Apr 2016 3
Kelly Hagar State Farm Agency Jupiter, FL Oct 2011 - Mar 2013 1
Sysco Southeast Florida Riviera Beach, FL Sep 2010 - Oct 2011 1
Right Guest Services Inc. Singer Island, FL Mar 2010 - Jul 2011 1
Benefits Management Group Inc. Palm Beach Gardens, FL Jun 2009 - May 2010 < 1
Cold Stone Creamery Jupiter, FL Mar 2004 - Jun 2009 5
Florida Atlantic University Boca Raton, FL May 2003 - May 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Matthew S. Kramer
Phone Number: 314-875-3000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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)
  • 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, 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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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