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Bruce William Kramer

Greenwich Financial Advisors, LLC

Millsboro, DE

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Current Employers
Greenwich Financial Advisors, Llc

Millsboro, DE • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2020-12-11
  • DE RA
    APPROVED
    Since 2020-12-11

Branch Locations

32157 Ivory Gull, Millsboro, DE 19966 • 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
Bruce Kramer Cpa, Llc Florham Park NJ 01/2014 Present
Greenwich Financial Advisors, Llc Millsboro DE 12/2020 Present
Previous Registrations
  • 2015-11-06 → 2018-12-31
    Cedar Wealth Management, Llc
    West Orange, NJ
Other Businesses

BRUCE KRAMER CPA, LLC, MANAGING MEMBER/CPA, NON-INVESTMENT RELATED, 90% OF TIME TO ACCOUNTING AND/OR TAX PREPARATION SERVICES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-11-05
  • S65 Uniform Investment Adviser Law Examination
    2015-11-05

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · MILLSBORO, DE
AMERIPRISE FINANCIAL SERVICES, LLC · Millsboro, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Millsboro, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Millsboro, DE
EDWARD JONES · MILLSBORO, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Dagsboro, DE
J.P. MORGAN SECURITIES LLC · Millsboro, DE
LPL FINANCIAL LLC · LONG NECK, DE

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