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Albert Kruger

42 Years of Experience
New York, NY
Broker

Albert Kruger is a registered investment advisor at Wells Fargo Advisors, based in New York, NY, with 42 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

New York, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Albert is a co-trustee for AWM Profit Share 401k plans and an executor for a family friend's estate, dedicating minimal time to these investment-related activities. He also has 50% ownership in Adaptive Wealth Management, spending minimal time on it.

Employment History
Current Registrations
Wells Fargo Advisors
May 2009 - Present · 17 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
May 2009 - Present · 17 yrs 2 mos
Previous Registrations
Citigroup Global Markets INC.Broker
July 1993 - May 2009 · 15 yrs 10 mos
Citigroup Global Markets INC.
January 1991 - May 2009 · 18 yrs 4 mos
Lehman Brothers INC.Broker
April 1985 - July 1993 · 8 yrs 3 mos
Fund Securities INCBroker
August 1983 - August 1986 · 3 yrs
State Registrations14 states
CACTFLGAKYMAMDNCNJNYSCTXUTVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.