Alexander Dulfresne Kramer

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → Present
  Morgan Stanley Smith Barney
  New York, NY
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2004-04-01 → 2009-06-01
  Citigroup Global Markets Inc.
  New York, NY
  Little Falls, NJ

Other Businesses

*530901- Trust; Investment related-Yes; Hackensack; New Jersey; 12/2022; During business hours: 0; After business hours: 1 *707293 - AJO Old Port Cove LLC; Investment related: Yes; North Palm Beach, Florida; Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 08/2026; During business hours: 0; After business hours: 2; Property Management

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-03-26
• S63 Uniform Securities Agent State Law Examination
  1989-05-19

Other Names

• Alexander Dufresne Kramer