Morgan Stanley
47yrs
Top advisor by experience in Syracuse
5yrs
Jesse Cramer
Full name on record: Jesse Nathaniel Cramer
Financial advisor at Rialto Wealth Management
Jesse Cramer has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Syracuse, New York. After a year at Captrust and four years at Cobblestone Capital Advisors, Jesse joined Rialto Wealth Management in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Rialto Wealth Management reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 501 advisors with offices in Syracuse, and one of 420 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office126 N Salina St. Suite 330, Syracuse, NY 13202
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.76 million
Advisors at the firm8
States licensed ?1 state
Services through Rialto Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consulting
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.
Series 65Uniform Investment Adviser Law Examination
Career
- May 2026 – nowRialto Wealth ManagementCurrent firm
- Oct 2025 – May 2026CaptrustPreviously
- 2022 – 2025Cobblestone Capital Advisors, LLCPreviously
Questions to ask Jesse
Tailored to Jesse’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jesse
How do I contact Jesse?
Call Rialto Wealth Management at 315-992-9129 and ask for Jesse Cramer. Jesse works from the Syracuse, NY office.
How long has Jesse been a financial advisor?
Jesse has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Jesse hold?
Series 65. Tap any license on this page to see what it allows.
Is Jesse a fiduciary?
Jesse is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jesse paid?
Rialto Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jesse 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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