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).

Current Firm Details
3000 Westchester Avenue, Suite 206, Purchase, NY 10577
http://www.stantongwp.com/
By the Numbers
  • Total Assets Under Management
    1,283
    MILLION
  • Total Number of Accounts
    3,836
    ACCOUNTS
  • Average Account Value
    $334,434
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 31 - 37 of 37 top financial advisors.
31
Noha Schulze, financial advisor Purchase NY
Noha A. Schulze
CRD#: 2842628
3000 Westchester Avenue, Suite 206, Purchase, NY 10577

Noha Schulze (CRD# 2842628) 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.

32
John Stanton, financial advisor Purchase NY
John Stanton
CRD#: 1652643
3000 Westchester Avenue, Suite 206, Purchase, NY 10577

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.

33
Douglas Stone, financial advisor Medford OR
Douglas E. Stone
CRD#: 2743033
3255 Hillcrest Park Drive, Suite 108, Medford, OR 97504

Douglas Stone (CRD# 2743033) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Medford, OR and has over 27 years of experience in the finance industry.

34
Edward Sullivan, financial advisor Purchase NY
Edward M. Sullivan
CRD#: 849142
3000 Westchester Avenue, Suite 206, Purchase, NY 10577

Edward Sullivan (CRD# 849142) 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.

35
Stephen Tu, financial advisor Purchase NY
Stephen T. Tu
CRD#: 5565787
3000 Westchester Avenue, Suite 206, Purchase, NY 10577

Stephen Tu (CRD# 5565787) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 15 years of experience in the finance industry.

36
Juliana Evans, financial advisor Riverview FL
Juliana S. Evans
CRD#: 5809425
Riverview, FL

Juliana Evans (CRD# 5809425) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Riverview, FL and has 1 year of experience in the finance industry.

37
Jacqueline Prue, financial advisor Purchase NY
Jacqueline Prue
CRD#: 1112160
3000 Westchester Avenue, Suite 206, Purchase, NY 10577

Jacqueline Prue (CRD# 1112160) 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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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