Seacrest Investment Management, LLC

Seacrest Investment Management, LLC (CRD# 143670) is a financial advisory firm headquartered in Purchase, NY. They manage $157,973,854 in 139 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    158
    MILLION
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $1,136,503
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CT, FL, LA, MI, NY, SD, TX

Financial Advisors at Seacrest Investment Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Rajesh K. Gupta
CRD#: 1730260
3000 Westchester Avenue, Suite 206, Purchase, NY 10577

Rajesh Gupta (CRD# 1730260) is an Investment Advisor Representative working at Seacrest Investment Management, LLC in Purchase, NY and has over 12 years of experience in the finance industry.

2
Ronald R. Lenihan
CRD#: 1673704
3000 Westchester Avenue, Suite 206, Purchase, NY 10577

Ronald Lenihan (CRD# 1673704) is an Investment Advisor Representative working at Seacrest Investment Management, LLC in Purchase, NY and has over 13 years of experience in the finance industry.

3
Jeffrey A. Meyer
CRD#: 2682895
219 Founders Park Drive, Suite 4, Rapid City, SD 57701

Jeffrey Meyer (CRD# 2682895) is an Investment Advisor Representative working at Seacrest Investment Management, LLC in Rapid City, SD and has over 24 years of experience in the finance industry. Jeffrey Meyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Lynn D. Rapp
CRD#: 1144384
Buffalo Gap, SD

Lynn Rapp (CRD# 1144384) is an Investment Advisor Representative working at Seacrest Investment Management, LLC in Buffalo Gap, SD and has over 27 years of experience in the finance industry.

5
Howard A. Schloss
CRD#: 2109029
3000 Westchester Avenue, Suite 206, Purchase, NY 10577

Howard Schloss (CRD# 2109029) is an Investment Advisor Representative working at Seacrest Investment Management, LLC in Purchase, NY and has over 29 years of experience in the finance industry.

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