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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-29 |
| FL | RA | APPROVED | 2021-03-22 |
| NJ | RA | APPROVED | 2020-11-30 |
Branch Locations
1970 St. Regis Blvd, Massena, NY 13662 • United States
Massena, NY • United States
Naples, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Potsdam | NY | 07/1993 | 11/2020 |
| Morgan Stanley Smith Barney | Massena | NY | 06/2009 | 11/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 11/2020 |
| Commonwealth Financial Network | Waltham | MA | 11/2020 | Present |
| Kramer Wealth Strategies, Llc | Massena | NY | 11/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
1. Fixed insurance sales; as of 11/20/2020; Less than 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Kramer Wealth Strategies, LLC, a Private entity established to facilitate securities, advisory, and insurance business; Located at 339 Haverstock Rd, Massena, NY 13662, as of 11/20/2020; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 1984-06-19 |
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