Eric Cramer has been CIO of BIP Wealth since May 2011, is a control person of the firm and directly owns under 5% of it. Eric Cramer holds a Master of Business Administration from Virginia Tech and a Bachelor of Science from Virginia Tech.
Bip Wealth, LLC is an Atlanta, GA firm with $5.29B under management, 3,146 clients and 48 advisers across 5 offices, as of its September 2026 filing.
Eric Cramer is Chief Investment Officer of BIP Wealth. He joined BIP Wealth in 2011 and has over two decades of experience helping affluent families manage their investment portfolios. His prior roles include Financial Consultant and Senior Relationship Manager at Charles Schwab & Co.
Eric Cramer’s longest registration is the current one, 14 years at BIP Wealth since 2011. Before joining BIP Wealth in 2011, Eric Cramer was registered through Charles Schwab & Co., Inc.
- Charles Schwab & Co., Inc.– · 8 yearsAlpharetta, GA · Adviser representative · Firm CRD 5393
Professional designations
Listed by BIP Wealth
- CFP®
- CFA®
Investment adviser representative registrations
Eric Cramer is registered as an investment adviser representative in Georgia, since November 2011.
- GeorgiaSince 1 November 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 9 March 1998 |
| Series 7 | General Securities Representative Examination | 17 February 1998 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Eric Arnold Cramer
- CRD
- 2957889
- Firm
- BIP Wealth · CRD 143208
- Role
- CIO
- Office
- 3575 PIEDMONT RD, NE, BLDG 15, SUITE 730, Atlanta, GA 30305
- Registration
- Investment adviser registration
- In the industry since
- October 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bipwealth.com
Where does Eric Cramer work?
Eric Cramer has been CIO of Bip Wealth, LLC since May 2011, and is a control person of the firm.
Is Eric Cramer a financial advisor?
Yes. Eric Cramer has a current investment-adviser registration in Georgia, through BIP Wealth since November 2011.
How many years of experience does Eric Cramer have?
Eric Cramer has 22 years in the financial industry, since October 2003, across 2 adviser firms.
What exams has Eric Cramer passed?
Eric Cramer has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in February 1998.
Where did Eric Cramer work before BIP Wealth?
Before BIP Wealth, Eric Cramer was registered through Charles Schwab & Co., Inc., March 2003 to March 2011.
Where is Eric Cramer based?
Eric Cramer’s registered office is in Atlanta, GA.
Is Eric Cramer registered with FINRA?
No. Eric Cramer has no current broker registration.
Is Eric Cramer a CFP?
BIP Wealth lists Eric Cramer with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Is Eric Cramer a CFA charterholder?
BIP Wealth lists Eric Cramer with the CFA credential (“CFA®”) on its website. CFA Institute confirms certification status.
How can I verify Eric Cramer’s record?
Search CRD 2957889 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eric Cramer’s full registration record.
