Joseph
Krauszer
Bakeravenue
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About this Advisor
Joseph Krauszer is a financial advisor based in Lake Mary, Florida, working with Bakeravenue. Joseph has previously held positions at Fidelity Investments, Fidelity Personal And Workplace Advisors, Bakeravenue, and Integrity Holdings Group LLC. Joseph has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Joseph is part of Bakeravenue, which operates out of Lake Mary, Florida. The firm has 7 offices and 38 employees. The firm manages assets totaling $2.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Bakeravenue includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bakeravenue Brokerage Details
$2,592,685,051
38
2,688
$964,541
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Joseph Krauszer Work History
Bakeravenue
Integrity Holdings Group LLC
Fidelity Personal And Workplace Advisors
Fidelity Investments
Disclosures
Please visit the SEC profile of Joseph Krauszer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bakeravenue
New York, NY
Houston, TX
San Francisco, CA
San Francisco, CA
San Diego, CA
San Francisco, CA
San Diego, CA
Lake Mary, FL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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