CK
CK
Craig Kramer
28 Years of Experience
New York, NY
2 DisclosuresBroker
Craig Kramer is a registered investment advisor at Raymond James & Associates, INC., based in New York, NY, with 28 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
320 Park Avenue, Fl 9, New York, NY, 10022
Get directionsHistory
Regulatory History (2)
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Customer Dispute
December 2016Denied
Customer Dispute
May 2009Settled
Employment History
Current Registrations
Raymond James & Associates, INC.
August 2025 - Present · 11 mos
Raymond James & Associates, INC.Broker
August 2025 - Present · 11 mos
Previous Registrations
Citigroup Global Markets INC.
September 2010 - September 2025 · 15 yrs
Citigroup Global Markets INC.Broker
September 2010 - September 2025 · 15 yrs
Chase Investment Services CORP.
October 2003 - September 2010 · 6 yrs 11 mos
Chase Investment Services CORP.Broker
October 2003 - September 2010 · 6 yrs 11 mos
Quick & Reilly, INC.
November 2002 - November 2003 · 1 yr
Quick & Reilly, INC.Broker
June 1999 - November 2003 · 4 yrs 5 mos
Painewebber IncorporatedBroker
December 1997 - January 1999 · 1 yr 1 mo
Royce Investment Group, INC.Broker
October 1996 - December 1996 · 2 mos
State Registrations8 states
CACTFLMAMDNJNYPA
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.