Tracy A Kramer

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2023 → 08/2023
  Platinum Consulting Group, Inc.
  Miami, FL
• 03/2021 → 06/2022
  Newedge Wealth & Ubs
  Miama, FL
• 03/2020 → 09/2021
  University Of Miami
  Miami, FL
• 04/2019 → 02/2020
  Temple Beth Sholom
  Miami Beach, FL
• 10/2005 → 04/2018
  Mastercard Worldwide
  Miami, FL
• 04/2001 → 04/2023
  Platinum Consulting Group, Inc.
  Miami, FL
• 08/2023 → 12/2024
  Stifel, Nicolaus & Company, Incorporated
  Miami, FL
• 09/2025 → Present
  Raymond James & Associates
  Coral Gables, FL
• 01/2025 → Present
  Platinum Consulting Group, Inc.
  Miami, FL

Previous Registrations

• 2023-09-29 → 2024-12-16
  Stifel, Nicolaus & Company, Incorporated
  Coral Gables, FL

Other Businesses

(1)Name of Business: Platinum Consulting Group, Inc. Address: 888 Brickell Key Dr, #2708, Miami, FL, 33131, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 08/30/2001 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Business Consulting

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-10-28
• S65 Uniform Investment Adviser Law Examination
  2022-09-12

Designations

• Certified Financial Planner

Other Names

• Tracy Kramer
• Tracy Ann Kramer