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 39 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)
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
Erik Metviner (CRD# 6218837) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 10 years of experience in the finance industry.
Kenneth Metviner (CRD# 1178560) 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.
Daniel Moskow (CRD# 2243929) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 31 years of experience in the finance industry.
Christopher Nelson (CRD# 6039810) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 5 years of experience in the finance industry.
Lee Nysted (CRD# 726033) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Lake Bluff, IL and has over 43 years of experience in the finance industry.
Nicholas Pfeiffer (CRD# 5280487) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Louisville, KY and has over 17 years of experience in the finance industry.
Raymond Pruzinsky (CRD# 727048) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 36 years of experience in the finance industry.
Claudia Rivas (CRD# 5028370) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in San Francisco, CA and has over 18 years of experience in the finance industry.
Tony Saemai (CRD# 5119801) 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.
Robert Sayler (CRD# 2715203) 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.