Seacrest Investment Management, LLC

Seacrest Investment Management, LLC (CRD# 143670) is a financial advisory firm headquartered in Purchase, NY. They manage $137,646,435 in 151 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    138
    MILLION
  • Total Number of Accounts
    151
    ACCOUNTS
  • Average Account Value
    $911,566
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.

FL, MI, NY, SD, TX

Financial Advisors at Seacrest Investment Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Jeffrey A. Meyer
CRD#: 2682895
3010 Westchester Avenue, Suite 307, Purchase, NY 10577
96
Wealthminder
score

Jeffrey Meyer (CRD# 2682895) is an Investment Advisor Representative working at Seacrest Investment Management, LLC in Purchase, NY and has over 22 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.

2
Rajesh K. Gupta
CRD#: 1730260
3010 Westchester Avenue, Suite 307, Purchase, NY 10577
93
Wealthminder
score

Rajesh Gupta (CRD# 1730260) is an Investment Advisor Representative working at Seacrest Investment Management, LLC in Purchase, NY and has over 10 years of experience in the finance industry.

3
Ronald R. Lenihan
CRD#: 1673704
3010 Westchester Avenue, Suite 307, Purchase, NY 10577
93
Wealthminder
score

Ronald Lenihan (CRD# 1673704) is an Investment Advisor Representative working at Seacrest Investment Management, LLC in Purchase, NY and has over 11 years of experience in the finance industry.

4
Niranjan S. Mahtani
CRD#: 5390337
3010 Westchester Avenue, Suite 307, Purchase, NY 10577
93
Wealthminder
score

Niranjan Mahtani (CRD# 5390337) is an Investment Advisor Representative working at Seacrest Investment Management, LLC in Purchase, NY and has over 10 years of experience in the finance industry.

5
Lynn D. Rapp
CRD#: 1144384
Buffalo Gap, SD
83
Wealthminder
score

Lynn Rapp (CRD# 1144384) is an Investment Advisor Representative working at Seacrest Investment Management, LLC in Buffalo Gap, SD and has over 24 years of experience in the finance industry.

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