DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Sean Patrick Cragan
Certified Financial Planner
Feed of 09/14/2026
At current firm
3 y
since Jun 7, 2023
In the industry
22 y
since Jun 28, 2004 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- F L Putnam Investment Management Co. independent RIA currentsince Jun 7, 2023 · Pembroke, Ma
- Svb Wealth independent RIANov 14, 2014 to May 19, 2023 · Boston, Ma
- Banyan Partners, LLC formerAug 13, 2013 to Nov 26, 2014 · Boston, Ma
- Silver Bridge formerNov 18, 2008 to Aug 7, 2013 · Boston, Ma
- Columbia Management Advisors, Inc. unclassifiedJul 16, 2004 to Sep 2, 2004 · Boston, Ma
Moves
a registration end followed by a registration begin elsewhere
- Svb Wealth to F L Putnam Investment Management Co.left May 19, 2023, registered Jun 7, 2023 (19 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Banyan Partners, LLC to Svb Wealthleft Nov 26, 2014, registered Nov 14, 2014 (-12 days) · corporate re-registration, not a move
- Silver Bridge to Banyan Partners, LLCleft Aug 7, 2013, registered Aug 13, 2013 (6 days) · Other
- Columbia Management Advisors, Inc. to Silver Bridgeleft Sep 2, 2004, registered Nov 18, 2008 (1538 days) · Other
Signals
- Sean Patrick Cragan left Svb Wealth for F L Putnam Investment Management Co. (registered 2023-06-07)May 19, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address