Gregory
Kramer

Allstate Financial Advisors, LLC

CRD#3075166
Investment Advisor
in Newtown, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Gregory Kramer is a financial advisor based in Newtown, Pennsylvania, working with Allstate Financial Advisors, LLC. Gregory has previously held positions at Newtown Ath Club, Kramer Kirsh Insurance Group, Allstate Insurance Company, Market America, Neshaminy School District, Kfg Inc, Advantage Auto Tags, Newtown Insurance Professionals, and Council Rock School District. Gregory has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Pennsylvania. Currently, Gregory is part of Allstate Financial Advisors, LLC, which operates out of Newtown, Pennsylvania. The firm has 39 offices and 350 employees. The firm manages assets totaling $62.1 million and offers services including the selection of other advisers. The fee structure at Allstate Financial Advisors, LLC includes other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

130 S State St
Newtown, PA 18940-3526

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$62,134,830

PA Average: $1,978,216,465
Total Number of Employees

350

PA Average: 226
Total Number of Accounts

189

PA Average: 7,467
Average Account Size

$328,756

PA Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Gregory Kramer Work History

2020 - Present (4 years)

Newtown Insurance Professionals

2019 - Present (5 years)

Advantage Auto Tags

2015 - Present (9 years)

Kramer Kirsh Insurance Group

2014 - Present (10 years)

Kfg Inc

2014 - Present (10 years)

Council Rock School District

2003 - Present (21 years)

Allstate Insurance Company

1996 - Present (28 years)

Newtown Ath Club

2009 - 2015 (6 years)

Market America

2003 - 2015 (12 years)

Neshaminy School District

Disclosures

Please visit the SEC profile of Gregory Kramer 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 Allstate Financial Advisors, LLC

Stephen Demaio
Bethpage, NY
Robert Burns
Falls Church, VA
Matthew Walsh
Lincoln, NE
Brian Streem
Debary, FL
James Makal
Bloomsburg, PA
Dana Wheeler
Lincoln, NE
Travis Work
Omaha, NE
Patrick Hamilton
Mount Prospect, IL

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started