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Joseph Kristopher Krauszer

Bakeravenue

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About Joseph Kristopher Krauszer

Joseph Krauszer is an Investment Advisor Representative with Bakeravenue. Joseph is a certified financial planner and has over 20 years of experience in the financial services industry. Joseph has worked at several large financial institutions, including Fidelity Brokerage Services, Wells Fargo Advisors and UBS Financial Services, Inc. Joseph is also a Registered Representative and holds the Series 6, 7, 63, and 66 licenses.

Firm Information

Joseph Krauszer is currently registered with Bakeravenue. Bakeravenue is a registered investment advisor based in San Francisco, California. They provide financial planning, portfolio management for individuals, and educational seminars. Bakeravenue primarily serves high-net-worth individuals, corporations or other businesses, and charitable organizations. They have over $2.5 billion in regulatory assets under management.
Bakeravenue

301 BATTERY STREET

SAN FRANCISCO, CA 94111

$2.59B

Assets Under Management

1

Total Clients

26

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Krauszer’s Registration & Firm History

FL

07/10/2023 - Present

Bakeravenue (Lake Mary FL)

FL

02/14/2012 - 03/18/2022

FIDELITY BROKERAGE SERVICES LLC (ALTAMONTE SPRINGS FL)

FL

07/25/2008 - 01/19/2012

WELLS FARGO ADVISORS, LLC (VERO BEACH FL)

FL

05/16/2005 - 08/08/2008

UBS FINANCIAL SERVICES INC. (VERO BEACH FL)

NY

03/18/2002 - 04/18/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 06/06/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/15/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Joseph Kristopher Krauszer. Review regulatory record here.
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