Seacrest Investment Management, LLC

Seacrest Investment Management, LLC (CRD# 143670) is a financial advisory firm headquartered in Purchase, NY. They manage $136,028,000 in 58 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    136
    MILLION
  • Total Number of Accounts
    58
    ACCOUNTS
  • Average Account Value
    $2,345,310
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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.

AZ, CA, FL, 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
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 8 years of experience in the finance industry.

2
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 9 years of experience in the finance industry.

3
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 9 years of experience in the finance industry.

4
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 23 years of experience in the finance industry.

5
William R. Sather
CRD#: 1309347
3010 Westchester Avenue, Suite 307, Purchase, NY 10577
81
Wealthminder
score

William Sather (CRD# 1309347) is an Investment Advisor Representative working at Seacrest Investment Management, LLC in Purchase, NY and has over 31 years of experience in the finance industry.

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