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Raymond Edward Kramer

Wealthspire Advisors

Boca Raton, FL

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Current Employers
Wealthspire Advisors

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-05
  • FL RA
    APPROVED
    Since 2026-05-05

Branch Locations

150 E Palmetto Park Road, Suite 500, Boca Raton, FL 33432 • 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
Florida Financial Advisors Miami FL 05/2021 Present
Noral Group Washington DC 02/2021 05/2021
Palm Health Foundation West Palm Beach FL 05/2020 11/2020
Georgetown University Advancement Office Washington DC 09/2019 05/2020
Palm Health Foundation West Palm Beach FL 05/2019 08/2019
Georgetown University Washington DC 08/2017 05/2021
Saint Andrew's School Boca Raton FL 08/2013 05/2017
Trinity Wealth Securities Miami FL 11/2021 Present
Wealthspire Advisors Llc Boca Raton FL 12/2023 Present
  • 05/2021 → Present
    Florida Financial Advisors
    Miami, FL
  • 02/2021 → 05/2021
    Noral Group
    Washington, DC
  • 05/2020 → 11/2020
    Palm Health Foundation
    West Palm Beach, FL
  • 09/2019 → 05/2020
    Georgetown University Advancement Office
    Washington, DC
  • 05/2019 → 08/2019
    Palm Health Foundation
    West Palm Beach, FL
  • 08/2017 → 05/2021
    Georgetown University
    Washington, DC
  • 08/2013 → 05/2017
    Saint Andrew's School
    Boca Raton, FL
  • 11/2021 → Present
    Trinity Wealth Securities
    Miami, FL
  • 12/2023 → Present
    Wealthspire Advisors Llc
    Boca Raton, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-06
  • S65 Uniform Investment Adviser Law Examination
    2021-05-06
Other Names
  • Raymond Edward Kramer
  • Raymond Edward Kramer

View on SEC IAPD

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