Amy Cramer
Investment adviser representative at Corient
9 yearsExperience
2 statesRegistered in
$165.3BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
9 years in the industry.
- CorientApr 2016 to now
- Corient Services LLCApr 2016 to now
- Imst Distributors, LLCApr 2016 to Sep 2025
- Segall Bryant & HammillApr 2016 to Sep 2025
Exams passed
- Series 66 · Uniform Combined State Law2011
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5868541
- Firm CRD
- 319448