Heather Hastey, financial advisor Purchase NY

Heather Hastey

CRD Number: 4654896
Current Firm: Seacrest Wealth Management, LLC

Heather Hastey (CRD# 4654896) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Seacrest Wealth Management, LLC San Diego, CA Dec 2012 - Current 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2010
Contact Info for Heather A. Hastey
Phone Number: 914-502-1900
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,115
    MILLIONS
  • Total Number of Accounts
    4,125
    ACCOUNTS
  • Average Account Value
    $270,251
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WY

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