Charles DwightCRD Number: 4899547
Current Firm: Seacrest Wealth Management, LLC
Charles Dwight (CRD# 4899547) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Kennebunk, ME and has 1 year of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Silver Maple Financial, LLC
Ubs Financial Services Inc.
|Ontario Securities Commission||Ontario,||Oct 2013 - Current||9|
|Seacrest Wealth Management, LLC||Purchase, NY||Nov 2012 - Current||10|
Total Assets Under Management1,115MILLIONS
Total Number of Accounts4,125ACCOUNTS
Average Account Value$270,251
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WY
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