Erik MetvinerCRD Number: 6218837
Current Firm: Seacrest Wealth Management, LLC
Erik Metviner (CRD# 6218837) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 4 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Axa Advisors, LLC
|Seacrest Wealth Management, LLC||Purchase, NY||Jun 2013 - Current||4|
|N/a||Florham Park, NJ||Aug 2010 - Jun 2013||2|
|Oxford Property Group||New York, NY||Apr 2009 - Aug 2010||1|
|Nsnyre||New York, NY||Apr 2008 - Mar 2010||1|
|Unemployed||New York, NY||May 2007 - Apr 2008||< 1|
|Cm Equity Partners||New York, NY||Jul 2001 - May 2007||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2013|
Total Assets Under Management545MILLIONS
Total Number of Accounts2,937ACCOUNTS
Average Account Value$185,564
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, IL, IN, KS, KY, MA, ME, MI, MO, NC, NH, NJ, NV, NY, OH, OR, SC, SD, TX, VA, WA
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