Lee A. Kramer

CAPITAL MANAGEMENT ANALYTICS

Powell, OH

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CRD#: 2668399

Professional summary

Lee Aaron Kramer is a registered financial advisor currently at CAPITAL MANAGEMENT ANALYTICS located in Powell, Ohio.

Lee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Lee has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lee Aaron Kramer's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 27, 2005 - Present

CAPITAL MANAGEMENT ANALYTICS

RIA

CRD#: 130238

Powell, OH

Past

October 17, 1995 - December 16, 1995

QUEST CAPITAL STRATEGIES, INC.

CRD#: 16783

LAGUNA HILLS, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Nevada
(6/30/2015)

IAR

Ohio
(4/27/2005)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/18/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/17/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/16/1995

General Securities Representative Examination

Current Firm

CAPITAL MANAGEMENT ANALYTICS

CAPITAL MANAGEMENT ANALYTICS | CAPITAL MANAGEMENT ANALYTICS, CORP

CRD#: 130238 / SEC#:

Nevada

Registered Investment Advisory firm - (6/25/2015 Approved)

Ohio

Registered Investment Advisory firm - (4/25/2005 Approved)

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Contact information

Main Address

Powell, OH

Mailing Address

P.o. Box 664, Lewis Center, OH 43035-9998

Phone number

(740) 879-4306

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	146
AUM (Assets Under Management)	$ 79,196,747

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Lee A. Kramer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lee Aaron Kramer's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL MANAGEMENT ANALYTICS

QUEST CAPITAL STRATEGIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/18/2004

Series 63

Date: 10/17/1995

Series 7

Date: 10/16/1995

Current Firm

CAPITAL MANAGEMENT ANALYTICS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CAPITAL MANAGEMENT ANALYTICS

TRUST BUT VERIFY

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