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Robert Joseph Kramer

TOCQUEVILLE ASSET MANAGEMENT LP·NEW YORK, New York
SIE, Series 7, Series 24, Series 41, Series 63Clean recordTOCQUEVILLE ASSET MANAGEMENT LP
40 WEST 57TH STREET, NEW YORK, NY 10019CRD# 843354Firm CRD# 105690

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Joseph Kramer · NEW YORK, NY
Registration
CRD #843354 · TOCQUEVILLE ASSET MANAGEMENT LP
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 41
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
TOCQUEVILLE ASSET MANAGEMENT LP
CRD 105690 · SEC 801-36209
AUM
$8.9B
Regulatory assets under management
Employees
74
2,389 client accounts
Services offered by TOCQUEVILLE ASSET MANAGEMENT LP
Per Form ADV
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at TOCQUEVILLE ASSET MANAGEMENT LP →
Introduction

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Frequently Asked Questions

What services does Robert Joseph Kramer offer?
Robert Joseph Kramer specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.
What are Robert Joseph Kramer's credentials?
Robert Joseph Kramer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Joseph Kramer located?
Robert Joseph Kramer is based in NEW YORK, New York, working with TOCQUEVILLE ASSET MANAGEMENT LP. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Robert Joseph Kramer charge for services?
Robert Joseph Kramer's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TOCQUEVILLE ASSET MANAGEMENT LP?
TOCQUEVILLE ASSET MANAGEMENT LP has approximately 74 employees and manages $8.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TOCQUEVILLE ASSET MANAGEMENT LP

Helen Balk
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Scott Ira Schlesinger
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Alexander William Kleinschmidt
NEW YORK, NY
James Edward Hunt
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Thomas O'donnell Pandick
NEW YORK, NY
Elizabeth Frances Bosco
NEW YORK, NY

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