Max
Kramer
Fidelity Personal And Workplace Advisors
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About this Advisor
Max Kramer is a financial advisor who works in Grand Rapids, Michigan with 1 year of industry experience. Kramer works at Fidelity Personal And Workplace Advisors. The advisor has gained experience at Gradient Securities, LLC, Shipt, Willis Law, Daus Financial, Dimplex Thermal Solution, Ups, Harvest Health Foods, Home City Ice, East Kentwood High School, One America, Kramer Asset Management, LLC, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Cx Institutional, LLC, Lpl Financial LLC and Fidelity Investments. Kramer holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Michigan. Fidelity Personal And Workplace Advisors is a registered investment business operating out of Boston, MA. It has offices in 3,093 locations and a total of 13,507 people on staff. It has $653 billion in assets under management between its 1,712,247 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides services to 11 charities and foundations. Of its 1,712,247 client accounts, 31% belong to high-net-worth clients who have more than $1 million in investable assets. Fidelity Personal And Workplace Advisors performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees largely vary depending on which services the firm provides the client. Fees charged by Fidelity Personal And Workplace Advisors likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$652,548,367,853
13,507
1,712,247
$381,106
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Max Kramer Work History
Max has been registered as a financial advisor for 1 years.*
Fidelity Investments
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Cx Institutional, LLC
Lpl Financial LLC
Gradient Securities, LLC
Shipt
One America
Kramer Asset Management, LLC
Cambridge Investment Research, Inc
Daus Financial
Dimplex Thermal Solution
Willis Law
Ups
Harvest Health Foods
Home City Ice
East Kentwood High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Max Kramer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. 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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