DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Damian Ross Kramer
Feed of 09/14/2026
Also filed as Damian Ross Kramer
At current firm
1 y
since Mar 31, 2025
In the industry
14 y
since Jul 1, 2012 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Strategic Advisers LLC national BD currentsince Mar 31, 2025 · Greenwood Village, Co
- Fidelity Personal And Workplace Advisors formerSep 28, 2022 to Mar 31, 2025 · Greenwood Village, Co
- Wallington Asset Management independent RIAJan 29, 2020 to Mar 19, 2021 · Indianapolis, In
- Fidelity Personal And Workplace Advisors formerJul 13, 2018 to Oct 18, 2019 · Boston, Ma
- Strategic Advisers LLC national BDNov 20, 2014 to Jul 13, 2018 · Indianapolis, In
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Wallington Asset Management to Fidelity Personal And Workplace Advisorsleft Mar 19, 2021, registered Sep 28, 2022 (558 days) · RIA to affiliated broker-dealer or bank
- Fidelity Personal And Workplace Advisors to Wallington Asset Managementleft Oct 18, 2019, registered Jan 29, 2020 (103 days) · Affiliated broker-dealer or bank to independent RIA
- Strategic Advisers LLC to Fidelity Personal And Workplace Advisorsleft Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address