Sean Alexander Kram
Investment adviser representative at Citizens Private Wealth
10 yearsExperience
1 stateRegistered in
$16.6BFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Citizens Private WealthMay 2026 to now
- Citizens BankMay 2026 to now
- Citizens Securities, Inc.May 2026 to now
- Blue Ocean CompaniesAug 2024 to May 2026
- Lion Street AdvisorsAug 2024 to Apr 2025
- Lion Street FinancialAug 2024 to Apr 2025
- J.P. Morgan Securities LLCSep 2023 to Jul 2024
- First Republic Investment Management, IncFeb 2023 to Aug 2023
- First Republic Securities Company, LLCJun 2019 to Oct 2023
- Sonoma State UniversityDec 2018 to May 2019
- Robert Half InternationalSep 2018 to Nov 2018
- UnemployedJul 2018 to Sep 2018
- Robert Half InternationalOct 2017 to Jul 2018
- Tcs World TravelAug 2016 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Citizens Private Wealth
Legal name: Citizens Private Wealth, LLC
$16.6BAssets managed
2,567Clients
93Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7239555
- Firm CRD
- 106743