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 39 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,115
    MILLION
  • Total Number of Accounts
    4,125
    ACCOUNTS
  • Average Account Value
    $270,251
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
The map below shows states where this firm has explicit registration only.

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, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WY

Financial Advisors at Seacrest Wealth Management, LLC
Showing 11 - 20 of 37 top financial advisors.
11
Joanne L. Hackenburg
CRD#: 1006977
Vero Beach, FL

Joanne Hackenburg (CRD# 1006977) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Vero Beach, FL and has over 38 years of experience in the finance industry.

12
Heather A. Hastey
CRD#: 4654896
3000 Westchester Avenue, Suite 206, Purchase, NY 10577

Heather Hastey (CRD# 4654896) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 13 years of experience in the finance industry.

13
Darwin W. Heath Jr.
CRD#: 824772
3000 Westchester Avenue, Suite 206, Purchase, NY 10577

Darwin Heath Jr. (CRD# 824772) 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.

14
Donald W. Hubbs
CRD#: 2522880
3000 Westchester Avenue, Suite 206, Purchase, NY 10577

Donald Hubbs (CRD# 2522880) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 29 years of experience in the finance industry.

15
Jason F. Jeung
CRD#: 2690182
3000 Westchester Avenue, Suite 206, Purchase, NY 10577

Jason Jeung (CRD# 2690182) 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.

16
Francis C. Lawrance
CRD#: 1029741
Wilton, CT

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.

17
Dean B. Livingston
CRD#: 1637728
1990 Augusta Street, Suite 202, Greenville, SC 29605

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.

18
Richard H. Madden
CRD#: 1380761
3000 Westchester Avenue, Suite 206, Purchase, NY 10577

Richard Madden (CRD# 1380761) 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.

19
Amy L. McLandress
CRD#: 2640527
3000 Westchester Avenue, Suite 206, Purchase, NY 10577

Amy McLandress (CRD# 2640527) 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.

20
Carlos G. Mejia
CRD#: 5011069
3000 Westchester Avenue, Suite 206, Purchase, NY 10577

Carlos Mejia (CRD# 5011069) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 18 years of experience in the finance industry.

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