Thomas Kreuzer
Thomas Kreuzer is a registered investment advisor at Raymond James & Associates, INC., based in Beverly Hills, CA, with 39 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
9595 Wilshire Blvd., SUITE 801 and 200, Beverly Hills, CA, 90212
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2020Customer Dispute
March 2013Customer Dispute
September 2008Other 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
Raymond James & Associates, INC.
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Oppenheimer & CO., INC.Broker
Drexel Burnham Lambert IncorporatedBroker
State Registrations24 states
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.