Matthew Adam Cramer

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 07/2013 → Present
  Charles Schwab & Co., Inc.
  Horsham, PA
• 11/2007 → Present
  Cramer Management Llc
  North Wales, PA

Previous Registrations

• 2007-12-07 → 2013-07-22
  Wells Fargo Advisors Financial Network, Llc
  North Wales, PA
• 2007-11-16 → 2007-12-07
  Wells Fargo Clearing Services, Llc
  Jenkintown, PA
  Jenkinstown, PA

Other Businesses

1) Dill Dinkers Franchise--partial ownership | Investment Related:No|354 S Warminster Road|Hatboro |PA |19040|US|Sports/Physical Recreation|minority owner|6/1/2025|Less than 20|0|investment capital, seat on the board and physical presence. No operations or management., 2) Dill Dinkers | Investment Related:No|1180 Church Rd|Lansdale|PA |19446|US|Sports/Physical Recreation|owner|6/1/2025|Less than 20|0|Indoor Pickleball facility, 3) CramerLM Holdings | Investment Related:No|Other|Partner|6/1/2025|Less than 20|0|50/50 partnership/LLC with my sister, Lauren Cramer

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-11-17
• S63 Uniform Securities Agent State Law Examination
  1998-12-16

Designations

• Certified Financial Planner