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Daniel Kramer

31 Years of Experience
Hackensack, NJ
Broker

Daniel Kramer is a registered investment advisor at Raymond James & Associates, INC., based in Hackensack, NJ, with 31 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

401 Hackensack Ave., Suite 803, Hackensack, NJ, 07601

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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

Daniel is involved in rental real estate through the Killington Grand Hotel since 2013. He dedicates minimal time to this investment-related activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
April 2018 - Present · 8 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2018 - Present · 8 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2002 - April 2018 · 15 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
April 2002 - April 2018 · 16 yrs
Thomas Weisel Partners LLCBroker
September 2000 - April 2002 · 1 yr 7 mos
Morgan Stanley & CO., IncorporatedBroker
August 1994 - October 2000 · 6 yrs 2 mos
State Registrations22 states
AKCACOCTDCFLGAILKYMAMDMSNCNHNJNMNYPATXVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.