Max Albert Kramer

Current Employers

Kramer Investment Advisors, Inc.

115 S. Topanga Canyon Blvd. Suite K, Topanga, CA 90290 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-09-23
TX	RA	APPROVED	2016-07-18

CA RA
APPROVED

Since 2025-09-23
TX RA
APPROVED

Since 2016-07-18

Branch Locations

115 S. Topanga Canyon Blvd. Suite K, Topanga, CA 90290 • 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

Organization	City	State	From	To
Kramer Investment Advisors, Inc.	Topanga	CA	01/2015	Present

01/2015 → Present

Kramer Investment Advisors, Inc.

Topanga, CA

Other Businesses

TRILOGY FINANCIAL SERVICES, 12526 HIGH BLUFF DRIVE #150 SAN DIEGO CA 92130, EMPLOYEE/FINANCIAL EXECUTIVE, 5/13/2014, 30-50 HOURS TOTAL, 20-40 DURING TRADING HOURS, FIXED INSURANCE (LIFE & ANNUITIES).

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-02-17
S63	Uniform Securities Agent State Law Examination	2014-04-19

S65 Uniform Investment Adviser Law Examination

2016-02-17
S63 Uniform Securities Agent State Law Examination

2014-04-19

Other Names

Max Kramer

View on SEC IAPD

Current Employers

Kramer Investment Advisors, Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Names

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