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
Noha Schulze (CRD# 2842628) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 26 years of experience in the finance industry.
John Stanton (CRD# 1652643) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 25 years of experience in the finance industry.
Brenda Stein (CRD# 6254128) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Medford, OR and has over 9 years of experience in the finance industry. Brenda Stein 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.
Douglas Stone (CRD# 2743033) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Medford, OR and has over 26 years of experience in the finance industry.
Edward Sullivan (CRD# 849142) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 41 years of experience in the finance industry.
Stephen Tu (CRD# 5565787) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Rolling Hills Estates, CA and has over 14 years of experience in the finance industry.