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Sean Alexander Kram

Advisor at Citizens Private Wealth — Los Angeles, CA

Updated today

Credentials

Series 66

Experience

4 years

Location

Los Angeles, CA

Citizens Private Wealth logo

Citizens Private Wealth

Multi-team

Total advisors

94

Across 29 offices

Clients per advisor

26 Very Low

Avg AUM per client

$6,371,049 Very High

HNW client ratio

100% Very High

About

Sean Kram is a financial advisor at Citizens Private Wealth in Los Angeles, CA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at J.P. Morgan Securities, First Republic Securities Company, and Blue Ocean Companies. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm emphasizes long-term, tailored asset allocation within an open-architecture framework, combining discretionary portfolio management with quantitative and qualitative research, and benefits from its affiliation with Citizens Bank, N.A. and its suite of integrated financial services.

Client services

Based on Citizens Private Wealth

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Citizens Private Wealth

Business succession planning Business exit / sale strategy General estate planning guidance General tax planning Wealth management

Occupation focus

Based on Citizens Private Wealth

Executive Founder/Business Owner Retired

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Fee options

Fixed

Negotiated flat fees for business consulting services

Percentage

$0 - $2,000,000: 1.50% $2,000,000 - $5,000,000: 1.25% $5,000,000 - $10,000,000: 1.00% $10,000,000 - $25,000,000: 0.85% $25,000,000 - $50,000,000: 0.70% $50,000,000+: 0.55%

Project-based
Other

Fee-only: Negotiated flat fees for business consulting services; flat fees for ERISA advisory services

Location

See office

Los Angeles, CA

Los Angeles CA

Advisors at this office

1

Most active in

California · Washington

Work history

4 years of industry experience

Citizens Bank

2026 - Present • 1 year

Los Angeles, CA

Citizens Securities, Inc.

2026 - Present • 1 year

Los Angeles, CA

Citizens Private Wealth

2026 - Present • 1 year

Los Angeles, CA

Blue Ocean Companies

2024 - 2026 • 2 years

Bellevue, WA

Lion Street Advisors

2024 - 2025 • 1 year

Austin, TX

Lion Street Financial

2024 - 2025 • 1 year

Austin, TX

J.P. Morgan Securities

2023 - 2024 • 1 year

Los Angeles, CA

First Republic Investment Management, Inc

2023 - 2023 • 1 year

Los Angeles, CA

First Republic Securities Company, LLC

2019 - 2023 • 4 years

Los Angeles, CA

Sonoma State University

2018 - 2019 • 1 year

Rohnert Park, CA

Robert Half International

2018 - 2018 • 1 year

Santa Rosa, CA

Unemployed

2018 - 2018 • 1 year

Santa Rosa, CA

Robert Half International

2017 - 2018 • 1 year

Los Angeles, CA

TCS World Travel

2016 - 2017 • 1 year

Seattle, WA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Nirav D

Series 65

Pasadena, CA

Qubera Wealth Management

Nirav Desai is the sole advisor at Qubera Wealth Management, an independent registered investment adviser based in Pasadena, CA. He holds a Series 65 designation and has 13 years of industry experience, including prior work at Conversant / ADS Inc. Outside of his advisory role, Desai manages a small portfolio of investment properties in Indiana and California. Qubera Wealth Management serves individuals, high-net-worth clients, retirement plans, investment companies, and corporate clients. The firm focuses on strategic asset allocation using Modern Portfolio Theory, primarily employing low-cost index funds and selected individual securities, with global diversification and ongoing portfolio monitoring.

Passive / index investing Concentrated stock management Active portfolio management Private / alternative investments
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Drew F

Series 65

Los Angeles, CA

Wideframe Wealth

Drew Feldman is the founder of WideFrame Wealth in Los Angeles, serving nationwide. He is an Accredited Portfolio Management Advisor™ and holds a Series 65 designation. Flat fee, fee only.

General tax planning Equity compensation tax strategy Factor investing / smart beta Entity structure planning (LLC, S-Corp) Retirement plans for business owners (SEP, solo 401k) Artists or Creative Self-Employed Founder/Business Owner Real Estate Professional HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Jai P

Series 66

Santa Monica, CA

Archer Investment Corporation

Jai Prabakaran is a financial advisor with Archer Investment Corporation and holds a Series 66 designation. He has four years of industry experience and previously worked at Bankers Life and HD Vest. Prabakaran is also president of Pacific ERP Inc., a technology consulting firm specializing in accounting software and data management, as well as Pacific Taxes and Investments, which provides tax preparation and accounting services. Archer Investment Corporation offers investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary funds. The firm serves clients via a multi-branch, independent-contractor model and manages diversified portfolios with a focus on equities, fixed income, mutual funds, ETFs, and options.

Active portfolio management Options & derivatives strategies
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Fred K

Series 63, Series 65

Venice, CA

Guardian Life

Fred Kettler is a mindful, holistic financial coach and independent financial professional serving Miami, Florida and Southern California, with nearly four decades of experience helping individuals, families, and business owners gain greater clarity, confidence, and peace of mind around their financial lives. Since beginning his career in 1987, Fred has focused on helping clients think beyond products, market returns, or isolated financial decisions. His planning approach is built around four key areas: cash-flow awareness, income and family protection, broadly diversified long-term investing, and retirement income planning. Fred’s work is centered on helping clients better understand where they are today, where they want to go, and how to build a more thoughtful roadmap for the future. His process emphasizes education, stewardship, long-term discipline, and creating dependable income strategies designed to support clients through every stage of life, especially as they approach or move through retirement. Rather than focusing solely on assets under management, Fred helps clients explore the bigger picture: how their savings, investments, insurance, income sources, and retirement goals can work together more effectively. His goal is to help people make more confident decisions, protect what matters most, and move forward with greater financial peace of mind. Fred Kettler is associated with Kettler Financial and has served clients for many years through a personal, relationship-driven planning process. His work is especially suited for individuals and families seeking a thoughtful financial chat, a clearer retirement income strategy, and a more holistic approach to long-term financial wellbeing.

Wealth management Retirement withdrawal strategies Income planning Life insurance needs analysis Retirement income strategy Self-Employed Financial Professional
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Sevada Z

Series 66

Burbank, CA

LPL Financial

Sevada Zadooryan is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has worked at several firms including Mechanics Bank, CUSO Financial Services, J.P. Morgan Securities, and Bank of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Joo Hong K

Series 63, Series 65

Los Angeles, CA

Solomon Investment Consulting, Inc.

Joo Hong Kim is a financial advisor at Solomon Investment Consulting, Inc. in Los Angeles, CA, with 25 years of industry experience. He has held roles at the Asian Pacific American Dispute Resolution Center and the Pacific Business Exchange Golf Club. Kim holds Series 63 and Series 65 licenses. Solomon Investment Consulting is a fee-only, single-advisor registered investment adviser serving individuals, high-net-worth clients, and businesses. The firm manages approximately $27.8 million across about ten client relationships, offering discretionary and non-discretionary portfolio management and financial planning based on valuation and fundamental analysis, with a performance-based fee option available to qualified clients.

Active portfolio management
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