Best Investors Account Sign in
Inactive

David S Kramer

Wealthspire Advisors

New York, NY

Claim This Profile
Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-06-11
  • NY RA
    APPROVED
    Since 2026-06-11

Branch Locations

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley New York NY 06/2015 12/2025
Morgan Stanley Private Bank, N.A. New York NY 06/2015 12/2025
Wealthspire Advisors Llc New York NY 06/2026 Present
Kingsview Partners New York NY 01/2026 06/2026
  • 06/2015 → 12/2025
    Morgan Stanley
    New York, NY
  • 06/2015 → 12/2025
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 06/2026 → Present
    Wealthspire Advisors Llc
    New York, NY
  • 01/2026 → 06/2026
    Kingsview Partners
    New York, NY
Previous Registrations
  • 2015-08-21 → 2025-10-07
    Morgan Stanley
    New York, NY
    New York, NY
    Purchase, NY
    Purchase, NY
    Westport, CT
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-07-31
  • S63 Uniform Securities Agent State Law Examination
    2015-07-31

View on SEC IAPD

Other Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC
BRIGHTSPIRE CAPITAL ADVISORS, LLC
ACORN ADVISORY CAPITAL, L.P.
COMPASS GROUP LLC
CRESTVIEW PARTNERS
LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor