Seacrest Wealth Management, LLC
Seacrest Wealth Management, LLC (CRD# 147092) is a financial advisory firm headquartered in Purchase, NY. They manage $1,114,787,094 in 4,125 accounts and serve the financial needs of clients across 36 states (or territories).
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Total Assets Under Management1,115MILLION
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Total Number of Accounts4,125ACCOUNTS
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Average Account Value$270,251
- 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)
AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WY
James Anderson (CRD# 1756026) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Louisville, KY and has over 35 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 31 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 43 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 22 years of experience in the finance industry.
Ruben Cisneros (CRD# 4015223) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Long Beach, CA and has over 23 years of experience in the finance industry. Ruben Cisneros 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.
Robert Clark (CRD# 47833) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Cumberland Foreside, ME and has over 32 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 23 years of experience in the finance industry. James Dickey 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.
Michael Dowd (CRD# 1272134) 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.
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 31 years of experience in the finance industry.