Seacrest Wealth Management, LLC

Seacrest Wealth Management, LLC (CRD# 147092) is a financial advisory firm headquartered in Purchase, NY. They manage $608,158,495 in 2,969 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    608
    MILLION
  • Total Number of Accounts
    2,969
    ACCOUNTS
  • Average Account Value
    $204,836
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
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, CO, CT, FL, IL, IN, KS, KY, MA, ME, MI, MO, NC, NH, NJ, NV, NY, OH, OR, SC, SD, TX, VA, WA

Financial Advisors at Seacrest Wealth Management, LLC
Showing 1 - 10 of 37 top financial advisors.
1
Joel H. Ward
CRD#: 706805
3010 Westchester Avenue, Suite 307, Purchase, NY 10577
101
Wealthminder
score

Joel Ward (CRD# 706805) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 17 years of experience in the finance industry. Joel Ward 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
David P. Barra
CRD#: 1063552
Houston, TX
96
Wealthminder
score

David Barra (CRD# 1063552) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Houston, TX and has over 35 years of experience in the finance industry.

3
Susan Bock
CRD#: 839813
3010 Westchester Avenue, Suite 307, Purchase, NY 10577
93
Wealthminder
score

Susan Bock (CRD# 839813) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 38 years of experience in the finance industry.

4
Benjamin S. Brainard
CRD#: 4274774
3255 Hillcrest Park Drive, Suite 108, Medford, OR 97504
93
Wealthminder
score

Benjamin Brainard (CRD# 4274774) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Medford, OR and has over 17 years of experience in the finance industry.

5
Heather A. Hastey
CRD#: 4654896
3010 Westchester Avenue, Suite 307, Purchase, NY 10577
93
Wealthminder
score

Heather Hastey (CRD# 4654896) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 7 years of experience in the finance industry.

6
Donald W. Hubbs
CRD#: 2522880
5251 West 116th Street, Suite 200, Leawood, KS 66211
93
Wealthminder
score

Donald Hubbs (CRD# 2522880) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Leawood, KS and has over 23 years of experience in the finance industry.

7
Cheryl C. Johnson
CRD#: 714240
3255 Hillcrest Park Drive, Suite 108, Medford, OR 97504
93
Wealthminder
score

Cheryl Johnson (CRD# 714240) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Medford, OR and has over 34 years of experience in the finance industry.

8
Richard H. Madden
CRD#: 1380761
101 N. 7th Street, Louisville, KY 40202
93
Wealthminder
score

Richard Madden (CRD# 1380761) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Louisville, KY and has over 32 years of experience in the finance industry.

9
Amy L. McLandress
CRD#: 2640527
3010 Westchester Avenue, Suite 307, Purchase, NY 10577
93
Wealthminder
score

Amy McLandress (CRD# 2640527) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 22 years of experience in the finance industry.

10
Robert R. Sayler
CRD#: 2715203
3010 Westchester Avenue, Suite 307, Purchase, NY 10577
93
Wealthminder
score

Robert Sayler (CRD# 2715203) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 22 years of experience in the finance industry.

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