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Raymond Edward Kramer

Wealthspire Advisors

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About Raymond Edward Kramer

Raymond Edward Kramer is a financial advisor with Wealthspire Advisors. Raymond has been in the industry since 2021 and has held prior roles at Trinity Wealth Securities, L.L.C. and GM Advisory Group. Raymond holds the Series 6TO and SIE licenses. He is currently registered as an investment advisor representative in Florida. Raymond's specialties include financial planning, pension consulting, and educational seminars.

Firm Information

Raymond Kramer is currently registered with Wealthspire Advisors. Wealthspire Advisors is an investment advisor headquartered in Melville, NY, with over $3 billion in assets under management. They provide a variety of services to individuals, families, businesses, and institutions including financial planning, portfolio management, and pension consulting. They specialize in serving high-net-worth individuals and families, as well as charitable organizations and pension and profit sharing plans. Wealthspire Advisors participates in a wrap fee program.
Wealthspire Advisors

400 BROADHOLLOW ROAD

MELVILLE, NY 11747

$3.05B

Assets Under Management

7

Total Clients

22

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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other

Wrap fee

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Raymond Kramer’s Registration & Firm History

FL

06/06/2024 - Present

Wealthspire Advisors (Boca Raton FL)

FL

11/19/2021 - 12/04/2023

TRINITY WEALTH SECURITIES, L.L.C. (Miami FL)

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Licenses & Designations

IA

Issued 05/06/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/18/2021

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

BC

Issued 04/17/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Raymond Edward Kramer.
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