Skyler Kraemer, financial advisor New York NY
93 score

Skyler Kraemer

CRD Number: 5998650
Current Firm: Mercer Global Advisors Inc.

Skyler Kraemer (CRD# 5998650) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in New York, NY and has over 4 years of experience in the finance industry. Skyler Kraemer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mercer Global Advisors Inc. New York, NY Mar 2017 - Current 1
Mercer Global Advisors Inc. San Francisco, CA Sep 2015 - Mar 2017 1
Mercer Global Advisors Inc. San Francisco, CA Apr 2015 - Sep 2015 < 1
Mercer Global Advisors Inc. San Francisco, CA Apr 2013 - Apr 2015 2
Mercer Global Advisors Santa Barbara, CA Feb 2013 - Apr 2013 < 1
Mrsb Financial Estate Planning Santa Barbara, CA Feb 2012 - Feb 2013 1
Financial Network Santa Barbara, CA Oct 2011 - Jan 2012 < 1
Wells Fargo Bank Goleta, CA May 2011 - Sep 2011 < 1
Walpole & Co Goleta, CA Jan 2011 - Apr 2011 < 1
Ucsb Annual Fund Goleta, CA Mar 2008 - Dec 2010 2
Ucsb Annual Fund Goleta, CA Jan 2007 - Mar 2008 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2013
Contact Info for Skyler K. Kraemer
Phone Number: (800) 258-1559
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    10,058
    MILLIONS
  • Total Number of Accounts
    23,813
    ACCOUNTS
  • Average Account Value
    $422,373
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
  • Pension consulting services
  • 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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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