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Thomas Kreuzer

Raymond James & Associates, INC.
39 Years of Experience
Beverly Hills, CA
3 DisclosuresBroker
View SEC Summary
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Thomas Kreuzer is a registered investment advisor at Raymond James & Associates, INC., based in Beverly Hills, CA, with 39 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9595 Wilshire Blvd., SUITE 801 and 200, Beverly Hills, CA, 90212

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2020
Denied
Customer Dispute
March 2013
Settled
Customer Dispute
September 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Thomas owns and oversees the management of multiple rental real estate properties, including Ohm Sweet Ohm LLC, River Ridge LLC, and Texas Apartment Management LLC, dedicating minimal time to each. He also owns 50% of The Great Wall Patch, a business that will cease operations this year, and spends minimal time on it.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
February 2025 - Present · 1 yr 8 mos
Raymond James & Associates, INC.
February 2025 - Present · 1 yr 8 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - February 2025 · 15 yrs 8 mos
Morgan Stanley
June 2009 - February 2025 · 15 yrs 8 mos
Citigroup Global Markets INC.
March 2009 - June 2009 · 3 mos
Citigroup Global Markets INC.Broker
March 2009 - June 2009 · 3 mos
UBS Financial Services INC.
July 1997 - April 2009 · 11 yrs 9 mos
UBS Financial Services INC.Broker
February 1996 - April 2009 · 13 yrs 2 mos
Oppenheimer & CO., INC.Broker
May 1989 - February 1996 · 6 yrs 9 mos
Drexel Burnham Lambert IncorporatedBroker
February 1987 - June 1989 · 2 yrs 4 mos
State Registrations24 states
AZCACOCTDCDEFLIDILKYMAMDMNNCNJNMNVNYOHORTXVAVTWA
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.
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