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Thomas Michael Rauchegger

Cramer & Rauchegger, Inc.

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About Thomas Michael Rauchegger

Thomas Rauchegger is an investment advisor representative with Cramer & Rauchegger, Inc. Thomas is a financial professional who has been in the industry since 2006. He is registered with the state of Florida. Thomas has experience in both investment advisory and life insurance and fixed annuity sales. Thomas holds the Series 7 and Series 66 licenses, as well as the Securities Industry Essentials Examination (SIE). Cramer & Rauchegger, Inc. provides a range of financial services to individuals and high-net-worth individuals. They specialize in financial planning, portfolio management, and trustee services. They manage a variety of client assets including those of individuals and high-net-worth individuals. The firm's compensation arrangements are a combination of fixed fees, percentage of assets, and other fee structures.

Firm Information

Thomas Rauchegger is currently registered with Cramer & Rauchegger, Inc.. Cramer & Rauchegger, Inc. is a Maitland, FL-based investment advisor with $164,358,539 in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and other clients. They also offer trustee services and selection of other advisors. The firm has 3 licensed agents and 2 investment advisor representatives.
Cramer & Rauchegger, Inc.

800 N. MAITLAND AVENUE

MAITLAND, FL 32751

$164.36M

Assets Under Management

Not reported

Total Clients

3

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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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.

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trustee services

Trustee services

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

Trust management fee

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Thomas Rauchegger’s Registration & Firm History

FL

08/03/2015 - Present

Cramer & Rauchegger, Inc. (MAITLAND FL)

FL

01/06/2012 - 10/03/2022

KALOS CAPITAL, INC. (MAITLAND FL)

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Licenses & Designations

BOTH

Issued 02/25/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/05/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 4 public disclosures for Thomas Michael Rauchegger. Review regulatory record here.
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