Seacrest Investment Management, LLC

Seacrest Investment Management, LLC (CRD# 143670) is a financial advisory firm headquartered in Purchase, NY. They manage $100,635,461 in 95 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
3000 Westchester Avenue, Suite 206, Purchase, NY 10577
http://www.seacrestim.com
By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $1,059,321
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.

CA, CT, LA, MI, NY, SD, TX

Financial Advisors at Seacrest Investment Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Rajesh Gupta, financial advisor Purchase NY
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 15 years of experience in the finance industry.

2
Ronald Lenihan, financial advisor Purchase NY
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 16 years of experience in the finance industry.

3
Jeffrey Meyer, financial advisor Rapid City SD
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 27 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
Howard Schloss, financial advisor Purchase NY
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 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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