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Sean Krasan

Vice President at Sage Advisory Services

Investment adviser registrationAustin, TXSEC record checked 17 October 2026

23
Years in the industry
23
Years at the firm
1
Adviser firms
1
State registrations

IAPD record retrieved 17 October 2026SEC record

Sean Krasan is Vice President of Sage Advisory Services LTD Co, a Austin investment adviser managing $28.4B. Sean Krasan has been registered through Sage Advisory Services since 24 October 2002, has 23 years in the industry across 1 firm and has passed the Series 3 and Series 65.

Role at Sage Advisory Services

Title on Schedule A
Vice President
Control
Sean Krasan is not a control person of Sage Advisory Services.
Ownership
The filed direct ownership band is 5% to 10%.
Tenure
Sean Krasan has held the filed role since May 2004.

The firm

Sage Advisory Services LTD Co
Austin, TX

Form ADV filed 30 March 2026

$28.4B AUM14,363 clients37 advisers1 offices

Career on record

Sean Krasan has been registered through Sage Advisory Services since October 2002.

Firms and exams, newest first
  1. Passed Series 65 · 2002
  2. – present · 24 years
    Austin, TX · Adviser representative · Firm CRD 106236
  3. Passed Series 3 · 1994

Registrations and exams

Sean Krasan has a current investment-adviser registration in Texas and has passed 2 qualifying exams.

Texas24 October 2002
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6521 November 2002
Name
Uniform Investment Adviser Law Examination
Series 37 June 1994
Name
National Commodity Futures Examination

Individual record

Full name
Sean Conan Krasan
CRD
2434187
Registration status
Investment adviser registration
Office
5900 SOUTHWEST PARKWAY, BUILDING 1, SUITE 100, Austin, TX 78735-6202

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

The Sage Advisory team page identifies Sean Krasan as a managing partner in consultant and institutional relations. It says he is part of the institutional client service team. Official firm team page

Common questions

Where does Sean Krasan work?

Sean Krasan has been Vice President of Sage Advisory Services LTD Co since May 2004.

Source: Form ADV, Schedule A, filed 30 March 2026

Is Sean Krasan a financial advisor?

Yes. Sean Krasan has a current investment-adviser registration in Texas, through Sage Advisory Services since October 2002, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Sean Krasan have?

Sean Krasan has worked in the financial industry for 23 years as of 17 October 2026, counted from 23 October 2002, across 1 adviser firm.

Source: IAPD individual record, checked 17 October 2026

What exams has Sean Krasan passed?

Sean Krasan has passed 2 licensing exams: the Series 3 and Series 65. The earliest, the Series 3, was passed in June 1994.

Source: IAPD individual record, checked 17 October 2026

Where is Sean Krasan based?

Sean Krasan’s registered office is in Austin, TX.

Source: IAPD individual record, checked 17 October 2026

Leadership at Sage Advisory Services

Sources

  1. IAPD individual record, CRD 2434187. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Sage Advisory Services LTD Co, filed 30 March 2026. Title, control and ownership bands.
  3. Sage Advisory Services team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Sean Krasan or Sage Advisory Services LTD Co and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.