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Shu Fang Wu

KRAMER CAPITAL MANAGEMENT INC·MITCHEL FIELD, New York
SIE, Series 7, Series 63, Series 65, Series 66Clean record4 years registeredKRAMER CAPITAL MANAGEMENT INC
333 EARLE OVINGTON BLVD. 7TH FLOOR, MITCHEL FIELD, NY 11553CRD# 4489842Firm CRD# 107414

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Shu Fang Wu · MITCHEL FIELD, NY
Registration
CRD #4489842 · KRAMER CAPITAL MANAGEMENT INC · 4 years registered
Brand Profile
Not yet started
01

Career History

MORGAN STANLEY
Jan 2022 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Series 66
Registration record
First registered · January 7, 2022
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KRAMER CAPITAL MANAGEMENT INC
CRD 107414 · SEC 801-49363
AUM
$9M
Regulatory assets under management
Employees
2
92 client accounts
Services offered by KRAMER CAPITAL MANAGEMENT INC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at KRAMER CAPITAL MANAGEMENT INC →
Introduction

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05

Frequently Asked Questions

What services does Shu Fang Wu offer?
Shu Fang Wu specializes in Investment Management, Wealth Management. Contact their office in MITCHEL FIELD, New York for a consultation.
What are Shu Fang Wu's credentials?
Shu Fang Wu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shu Fang Wu located?
Shu Fang Wu is based in MITCHEL FIELD, New York, working with KRAMER CAPITAL MANAGEMENT INC. Their office serves clients in the MITCHEL FIELD metropolitan area and surrounding communities.
How does Shu Fang Wu charge for services?
Shu Fang Wu's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KRAMER CAPITAL MANAGEMENT INC?
KRAMER CAPITAL MANAGEMENT INC has approximately 2 employees and manages $9M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Andrew Bennett Kramer
MITCHEL FIELD, NY

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