Robert W. Baird & Co.
45yrs
Top advisor by experience in Charleston
27yrs
Patrick Kramer
Full name on record: Patrick Albert Kramer
Financial advisor at MML Investors Services
Patrick Kramer is a fiduciary financial advisor in Charleston, South Carolina, with 27 years in the industry. Patrick joined MML Investors Services in 2018, after two years at Pruco Securities and two years at Fisher Investments. MML Investors Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 409 advisors with offices in Charleston, and one of 386 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 22% by experience in South Carolina
Office2265 Clements Ferry Rd Suite 206, Charleston, SC 29492
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$249,379
Advisors at the firm5,093
States licensed ?2 states
Services through MML Investors Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowMML Investors Services, LLCCurrent firm
- 2016 – 2018Pruco Securities, LLC.Previously
- Apr 2014 – Apr 2016Fisher InvestmentsPreviously
- 2002 – 2014Strategic Advisers LLCPreviously
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call MML Investors Services at (413) 226-0000 and ask for Patrick Kramer. Patrick works from the Charleston, SC office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1999, about 27 years. Top 22% by experience in South Carolina.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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