Dustin Kramer

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-04-15
FL	RA	APPROVED	2025-03-19

Branch Locations

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

Organization	City	State	From	To
Hotwire Communications	Fort Lauderdale	FL	08/2021	05/2023
Pinnacle Advertising	Boca Raton	FL	06/2020	08/2021
Douglas Elliman	Boca Raton	FL	02/2019	09/2020
Florida State University	Tallahassee	FL	06/2015	12/2018
Rnr Securities, Llc	East Meadow	NY	06/2022	05/2023
Ameriprise Financial Services, Llc	Ft Lauderdale	FL	05/2023	02/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Boca Raton	FL	03/2025	Present

08/2021 → 05/2023

Hotwire Communications

Fort Lauderdale, FL
06/2020 → 08/2021

Pinnacle Advertising

Boca Raton, FL
02/2019 → 09/2020

Douglas Elliman

Boca Raton, FL
06/2015 → 12/2018

Florida State University

Tallahassee, FL
06/2022 → 05/2023

Rnr Securities, Llc

East Meadow, NY
05/2023 → 02/2025

Ameriprise Financial Services, Llc

Ft Lauderdale, FL
03/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boca Raton, FL

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-01-21
S63	Uniform Securities Agent State Law Examination	2022-10-20