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).
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Total Assets Under Management1,283MILLION
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Total Number of Accounts3,836ACCOUNTS
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Average Account Value$334,434
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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
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.
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.
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.
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.
Ruben Cisneros (CRD# 4015223) 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.
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.
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.
Michael Dowd (CRD# 1272134) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 40 years of experience in the finance industry.
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.
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.