Justine Cramer is a registered investment advisor at Morgan Stanley, based in San Mateo, CA, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
411 Borel Avenue, Suite 220, San Mateo, CA, 94402
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
February 2024 - Present · 2 yrs 3 mos
Morgan StanleyBroker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Citigroup Global Markets INC.Broker
March 2022 - May 2022 · 2 mos
Hsbc Securities (USA) INC.Broker
December 2017 - February 2022 · 4 yrs 2 mos
Citigroup Global Markets INC.Broker
May 2007 - November 2017 · 10 yrs 6 mos
Citicorp Investment ServicesBroker
September 2002 - May 2007 · 4 yrs 8 mos
State Registrations16 states
AZCACTDEFLKSMAMDMNNVNYOHTXUTWAWV
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.