Tracy A Kramer
Investment adviser representative at Raymond James & Associates, Inc.
25 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$501BFirm assets
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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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
25 years in the industry.
- Raymond James & Associates, Inc.Sep 2025 to now
- Platinum Consulting Group, Inc.Jan 2025 to now
- Stifel, Nicolaus & Company, IncorporatedAug 2023 to Dec 2024
- Platinum Consulting Group, Inc.Jun 2023 to Aug 2023
- Newedge Wealth & UBSMar 2021 to Jun 2022
- University of MiamiMar 2020 to Sep 2021
- Temple Beth SholomApr 2019 to Feb 2020
- Mastercard WorldwideOct 2005 to Apr 2018
- Platinum Consulting Group, Inc.Apr 2001 to Apr 2023
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 7773070
- Firm CRD
- 705