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
Joanne Hackenburg (CRD# 1006977) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Vero Beach, FL and has over 37 years of experience in the finance industry.
Heather Hastey (CRD# 4654896) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 12 years of experience in the finance industry.
Darwin Heath Jr. (CRD# 824772) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 42 years of experience in the finance industry.
Donald Hubbs (CRD# 2522880) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 28 years of experience in the finance industry.
Jason Jeung (CRD# 2690182) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 27 years of experience in the finance industry.
Francis Lawrance (CRD# 1029741) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Wilton, CT and has over 39 years of experience in the finance industry.
Dean Livingston (CRD# 1637728) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Greenville, SC and has over 36 years of experience in the finance industry.
Richard Madden (CRD# 1380761) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 37 years of experience in the finance industry.
Amy McLandress (CRD# 2640527) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 27 years of experience in the finance industry.
Carlos Mejia (CRD# 5011069) 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.