Matthew Ian Kramer
Investment Adviser Representative at Raymond James Financial Services Advisors, Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew Ian Kramer is an investment adviser representative with Raymond James Financial Services Advisors, Inc in North Potomac, MD, where they have been registered since 2024. They have worked in the securities industry since 2016 and have been registered with 4 firms, including Fidelity Personal and Workplace Advisors and Charles Schwab & Co., Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Maryland.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Maryland
- Broker:
2 states and territories
Maryland, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Edward JonesDec 2015 – Nov 2019St Louis, MO
- Charles Schwab & Co., Inc.Nov 2019 – Jan 2021Washington, DC
- Charles Schwab BankNov 2019 – Jan 2021Washington, DC
- Raymond James Financial Services Inc.Jan 2021 – Aug 2022Rockville, MD
- Raymond James Financial Services AdvisorsJan 2021 – Aug 2022Rockville, MD
- Fidelity Brokerage ServicesAug 2022 – Apr 2023Washington, DC
- Fidelity Personal and Workplace AdvisorsSep 2022 – Apr 2024Washington, DC
- Raymond James Financial Services AdvisorsApr 2024 – no end date reportedRockville, MD
- Raymond James Financial Services Inc.Apr 2024 – no end date reportedRockville, MD
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Raymond James Financial Services Advisors, Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 6,660
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Saint Petersburg, FL
- SEC file number:
- 801-69815
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 21, 2026
View full firm profileOther advisors at Raymond James Financial Services Advisors, Inc
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Ian Kramer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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