AK
Allison Kramer
SEASIDE WEALTH ADVISORS LLC
Mechanicsburg, PA 17050
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CRD#: 7183704
AK
Professional summary
Allison Kramer, who also goes by Allison Dominguez, is a registered financial advisor currently at SEASIDE WEALTH ADVISORS LLC located in Mechanicsburg, Pennsylvania.
Allison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Allison has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Allison Dominguez
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) BODY BUILDER, Not investment related, IFBB PRO LEAGUE, IFBB PRO LEAGUE-PO BOX 789, CARNEGIE, PENNSYLVANIA, 15106, UNITED STATES OF AMERICA, GENERAL EMPLOYMENT, START DATE: 04/04/2022, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, COMPETING 2) Hyve Fitness, not investment related, online only, Online fitness coaching, Independent Contractor and Coach, Started 8/2025, 20 hours per month all after trading hours 3) Insurance Consulting, LLC; Is the business investment related: No; Location of the business: 110 Phoenixville Pike Frazer PA 19355 USA; Description of the business: Insurance consulting (broker)- this is their office location. We operate out of our RIA office.; Position Title: Insurance Sales; Start date with business: 2025-01-01; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 10; Additional notes: Licensed to sell insurance through Coastal Insurance Consulting, LLC (they broker several insurance companies);
CRS (Client Relationship Summary) - RIA
Click below to view Allison Kramer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 5, 2024 - Present
SEASIDE WEALTH ADVISORS LLC
Office #1: 100 Sterling Parkway Suite 307, Mechanicsburg, PA 17050RIA
CRD#: 327645
Mechanicsburg, PA
Past
July 9, 2021 - January 9, 2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
Mechanicsburg, PA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(4/5/2024)
IAR
Texas(5/3/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/9/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
SW
SEASIDE WEALTH ADVISORS LLC
SEASIDE WEALTH ADVISORS LLC | STERLING CAPITAL PARTNERS, LLC | STERLING CAPITAL PARTNERS
CRD#: 327645 / SEC#:
North Carolina
Registered Investment Advisory firm - (7/31/2023 Approved)Pennsylvania
Registered Investment Advisory firm - (4/5/2024 Approved)Texas
Registered Investment Advisory firm - (4/30/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6209 Oleander Dr Suite 102, Wilmington, NC 28403
Mailing Address
Phone number
(910) 550-3554
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 546 |
| AUM (Assets Under Management) | $ 84,300,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
