AdvisorOS Directory
Claim Profile
Unclaimed Profile
RK

Robert Michael Kramer

CAMBRIDGE PLACE COLLATERAL MANAGEMENT LLC·CONCORD, Massachusetts
Clean recordCAMBRIDGE PLACE COLLATERAL MANAGEMENT LLC
300 BAKER AVENUE, CONCORD, MA 01742CRD# 1276980Firm CRD# 161423

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Michael Kramer · CONCORD, MA
Registration
CRD #1276980 · CAMBRIDGE PLACE COLLATERAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Michael Kramer is a registered financial advisor based in CONCORD, Massachusetts, affiliated with CAMBRIDGE PLACE COLLATERAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
CAMBRIDGE PLACE COLLATERAL MANAGEMENT LLC
CAMBRIDGE PLACE COLLATERAL MANAGEMENT LLC
AUM
$10M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CAMBRIDGE PLACE COLLATERAL MANAGEMENT LLC →
Services
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Other: INCENTIVE COLLATERAL MANAGEMENT FEE
Regulatory
SEC/IARD CRD# 1276980
Firm CRD# 161423
View on FINRA BrokerCheck →

Looking for a financial advisor in CONCORD?

Browse all registered financial advisors in CONCORD, Massachusetts or claim this profile if it's yours.

Browse CONCORD AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Robert Michael Kramer offer?
Robert Michael Kramer specializes in Retirement Planning, Wealth Management. Contact their office in CONCORD, Massachusetts for a consultation.
What are Robert Michael Kramer's credentials?
Robert Michael Kramer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Michael Kramer located?
Robert Michael Kramer is based in CONCORD, Massachusetts, working with CAMBRIDGE PLACE COLLATERAL MANAGEMENT LLC. Their office serves clients in the CONCORD metropolitan area and surrounding communities.
How does Robert Michael Kramer charge for services?
Robert Michael Kramer's firm is compensated through percentage of aum, other: incentive collateral management fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAMBRIDGE PLACE COLLATERAL MANAGEMENT LLC?
CAMBRIDGE PLACE COLLATERAL MANAGEMENT LLC has approximately 2 employees and manages $10M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CAMBRIDGE PLACE COLLATERAL MANAGEMENT LLC

Allison R Beakley
CONCORD, MA

More Advisors in CONCORD, Massachusetts

Eileen M Toti
ALTA COMMUNICATIONS, INC.·CONCORD, MA
Brian W Mcneill
ALTA COMMUNICATIONS, INC.·CONCORD, MA
Timothy L Dibble
ALTA COMMUNICATIONS, INC.·CONCORD, MA
Abbey Lee Henderson
ABARIS FINANCIAL GROUP, LLC·CONCORD, MA
Marianne Mcdonald Thompson
THOMPSON WEALTH MANAGEMENT, LTD.·CONCORD, MA
Bettina Marie Warburg-Johnson
WARBURG-SERRES INVESTMENTS LLC·CONCORD, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (4095)CAMBRIDGE (259)WALTHAM (203)WELLESLEY (198)NEWTON (136)NEEDHAM (94)SPRINGFIELD (77)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile