Bruce Kramer
Greenwich Financial Advisors · Millsboro, Delaware
Bruce Kramer is a fee-only financial advisor at Greenwich Financial Advisors in Millsboro, Delaware. Greenwich Financial Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Greenwich Financial Advisors |
|---|---|
| Based in | Millsboro, Delaware |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $34.5M across 104 accounts |
| SEC registration | Investment adviser representative in DE · CRD 6520828 |
| Exams passed | Series 65 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Bruce's firm compares
- Greenwich Financial Advisors's average account is about $332,000, from its Form ADV (assets managed divided by 104 accounts).
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Questions about Bruce
Is Bruce Kramer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bruce holds no broker registration, and Greenwich Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bruce charge for financial advice?
Bruce's firm, Greenwich Financial Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Bruce Kramer based?
Bruce Kramer is based in Millsboro, Delaware.
Is Bruce Kramer registered with the SEC?
Yes. Bruce Kramer is registered as an investment adviser representative in DE (CRD 6520828), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Greenwich Financial Advisors manage?
Greenwich Financial Advisors reports $34.5M across 104 accounts in assets under management.
How do I contact Bruce Kramer?
Contact details aren't on file yet. Search for Greenwich Financial Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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