CG
CG
Clifford Gramer
17 Years of Experience
Albuquerque, NM
2 DisclosuresBroker
Clifford Gramer is a registered investment advisor at Morgan Stanley, based in Albuquerque, NM, with 17 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
6565 Americas Parkway, Suite 400, Albuquerque, NM, 87110
Get directionsHistory
Regulatory History (2)
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Customer Dispute
March 2022Settled
Criminal
March 2007Final Disposition
Other Business Activities
Clifford owns rental property in Albuquerque, NM, since January 2021, and dedicates minimal time to property management. This activity is investment-related.
Employment History
Current Registrations
Morgan StanleyBroker
May 2011 - Present · 15 yrs
Morgan Stanley
April 2011 - Present · 15 yrs 1 mo
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - January 2011 · 1 yr 7 mos
Morgan Stanley Smith BarneyBroker
June 2009 - January 2011 · 1 yr 7 mos
Citigroup Global Markets INC.
January 2009 - June 2009 · 5 mos
Citigroup Global Markets INC.Broker
September 2008 - June 2009 · 9 mos
State Registrations38 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.