Seacrest Wealth Management, LLC

Seacrest Wealth Management, LLC (CRD# 147092) is a financial advisory firm headquartered in Purchase, NY. They manage $1,282,887,383 in 3,836 accounts and serve the financial needs of clients across 40 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,283
    MILLION
  • Total Number of Accounts
    3,836
    ACCOUNTS
  • Average Account Value
    $334,434
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WY

Financial Advisors at Seacrest Wealth Management, LLC
Showing 1 - 10 of 38 top financial advisors.
1
James D. Anderson
CRD#: 1756026
101 N. 7th Street, Louisville, KY 40202

James Anderson (CRD# 1756026) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Louisville, KY and has over 36 years of experience in the finance industry.

2
Michael J. Annunziata
CRD#: 718310
North Haven, CT

Michael Annunziata (CRD# 718310) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in North Haven, CT and has over 32 years of experience in the finance industry.

3
Susan Bock
CRD#: 839813
3000 Westchester Avenue, Suite 206, Purchase, NY 10577

Susan Bock (CRD# 839813) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 44 years of experience in the finance industry.

4
Benjamin S. Brainard
CRD#: 4274774
3255 Hillcrest Park Drive, Suite 108, Medford, OR 97504

Benjamin Brainard (CRD# 4274774) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Medford, OR and has over 23 years of experience in the finance industry.

5
Ruben Cisneros
CRD#: 4015223
111 W.ocean Blvd., 4th Floor, Long Beach, CA 90802

Ruben Cisneros (CRD# 4015223) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Long Beach, CA and has over 24 years of experience in the finance industry.

6
Robert L. Clark
CRD#: 47833
Cumberland Foreside, ME

Robert Clark (CRD# 47833) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Cumberland Foreside, ME and has over 34 years of experience in the finance industry.

7
James D. Dickey
CRD#: 3256135
3000 Westchester Avenue, Suite 206, Purchase, NY 10577

James Dickey (CRD# 3256135) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 24 years of experience in the finance industry.

8
Michael P. Dowd
CRD#: 1272134
3000 Westchester Avenue, Suite 206, Purchase, NY 10577

Michael Dowd (CRD# 1272134) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 39 years of experience in the finance industry.

9
Charles M. Dwight
CRD#: 4899547
Kennebunk, ME

Charles Dwight (CRD# 4899547) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Kennebunk, ME and has 1 year of experience in the finance industry.

10
Mark D. Fadling
CRD#: 2181133
3255 Hillcrest Park Drive, Suite 108, Medford, OR 97504

Mark Fadling (CRD# 2181133) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Medford, OR and has over 32 years of experience in the finance industry.

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