Sean Kramer is a registered investment advisor at Cetera Investment Advisers LLC, based in Dallas, TX, with 10 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3200 Olympus Blvd, Suite 100, Dallas, TX, 75019
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Sean is an instructor at TDM Fitness LLC, leading Pilates classes. This takes about 10-20% of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Cetera Financial Specialists LLCBroker
Cetera Wealth Services, LLCBroker
Cetera Investment Services LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Edi Investment Advisor Corporation
Edi Financial, INC.Broker
State Registrations53 states
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