SK
Samuel D. Kramer
KRAMER FIDUCIARY SERVICES
PITTSBURGH, PA 15221
Some features on this profile are disabled
CRD#: 4563527
SK
Professional summary
Samuel David Kramer is a registered financial advisor currently at KRAMER FIDUCIARY SERVICES located in Pittsburgh, Pennsylvania.
Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Samuel has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Samuel David 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®
NoneExperience
Current
June 13, 2024 - Present
KRAMER FIDUCIARY SERVICES
Office #1: 1500 Ardmore Blvd. Ste.205, Pittsburgh, PA 15221RIA
CRD#: 121910
PITTSBURGH, PA
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
Pennsylvania(6/13/2024)
Exams
Current Firm
KF
KRAMER FIDUCIARY SERVICES
KRAMER FIDUCIARY SERVICES | SAMUEL D. KRAMER CPA, CFP | KRAMER FIDUCTARY SERVICES
CRD#: 121910 / SEC#:
Pennsylvania
Registered Investment Advisory firm - (7/24/2000 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1500 Ardmore Blvd. Ste.205, Pittsburgh, PA 15221
Mailing Address
Phone number
(412) 351-2150
Established
Firm type
Fiscal year end
# of Employees
4
0
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
