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Chief Operations Officer and Chief Compliance Officer · Seaside Wealth Advisors LLC

Allison M. Kramer

CRD 7183704 · Named on Form ADV at one SEC-registered adviser

At a glance

Seaside Wealth Advisors LLC, an SEC-registered wealth manager with $103 million in regulatory assets, lists Allison M. Kramer on its Form ADV as Chief Operations Officer and Chief Compliance Officer.

Firms and roles

  • Seaside Wealth Advisors LLCChief Operations Officer and Chief Compliance OfficerWealth manager · United States · $103M in regulatory assets

AtlasMembers

Allison’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Allison’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.