Allison M. Kramer
Professional summary
Allison Marie Kramer, who also goes by Allison Dominguez, Allison Kramer, is a registered financial advisor currently at SEASIDE WEALTH ADVISORS LLC located in Plano, Texas.
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.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Allison Marie Kramer's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 5, 2024 - Present
SEASIDE WEALTH ADVISORS LLC
Office #2: 6209 Oleander Dr Suite 102, Wilmington, NC 28403July 9, 2021 - January 9, 2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Primary Firm SEC Registration
SEASIDE WEALTH ADVISORS LLC
CRD#: 327645 / SEC#: 801-135217
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/5/2024)
(5/3/2024)
Exams
Series 7TO
Date: 7/9/2021
General Securities Representative ExaminationCurrent Firm
SEASIDE WEALTH ADVISORS LLC
CRD#: 327645 / SEC#: 801-135217
Contact information
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 711 |
| AUM (Assets Under Management) | $ 103,460,697 |
Red Flags
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