Seacrest Investment Management, LLC

Seacrest Investment Management, LLC (CRD# 143670) is a financial advisory firm headquartered in Purchase, NY. They manage $104,837,788 in 91 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    105
    MILLION
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $1,152,064
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
  • Pension consulting services
Types of Clients
Registered States
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 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 16 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 16 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 28 years of experience in the finance industry.

4
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 33 years of experience in the finance industry.

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