BC
Bert R. Cramer
BERT RIDDELL CRAMER, INVESTMENT ADVISER
MOHNTON, PA
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CRD#: 4583963
BC
Professional summary
Bert Riddell Cramer is a registered financial advisor currently at BERT RIDDELL CRAMER, INVESTMENT ADVISER located in Mohnton, Pennsylvania.
Bert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Bert 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.
Bert R. Cramer, Attorney at Law. The business is not related to providing specific investment advice. The part-time law practice is located at 1138 Alleghenyville Rd., Mohnton, PA 19540. I am a sole practitioner, as of approximately July, 1995. I typically devote 5 - 15 hours per month in my part-time practice of law. During securities trading hours, I generally do not devote time to practicing law. It is a part-time law pracice limited primarily to estate, elder law issues and tax preparation.
CRS (Client Relationship Summary) - RIA
Click below to view Bert Riddell Cramer'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
October 29, 2024 - Present
BERT RIDDELL CRAMER, INVESTMENT ADVISER
RIA
CRD#: 121241
MOHNTON, 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(10/29/2024)
Exams
Current Firm
BR
BERT RIDDELL CRAMER, INVESTMENT ADVISER
BERT RIDDELL CRAMER, INVESTMENT ADVISER
CRD#: 121241 / SEC#:
Pennsylvania
Registered Investment Advisory firm - (5/16/1994 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Mohnton, PA
Mailing Address
Phone number
(610) 777-3193
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 28 |
| AUM (Assets Under Management) | $ 11,540,000 |
Red Flags
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