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 40 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, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WY
James Anderson (CRD# 1756026) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Louisville, KY and has over 36 years of experience in the finance industry.
Michael Annunziata (CRD# 718310) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in North Haven, CT and has over 32 years of experience in the finance industry.
Susan Bock (CRD# 839813) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 44 years of experience in the finance industry.
Benjamin Brainard (CRD# 4274774) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Medford, OR and has over 23 years of experience in the finance industry.
Ruben Cisneros (CRD# 4015223) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 24 years of experience in the finance industry.
Robert Clark (CRD# 47833) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Cumberland Foreside, ME and has over 33 years of experience in the finance industry.
James Dickey (CRD# 3256135) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 24 years of experience in the finance industry.
Michael Dowd (CRD# 1272134) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 39 years of experience in the finance industry.
Charles Dwight (CRD# 4899547) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Kennebunk, ME and has 1 year of experience in the finance industry.
Mark Fadling (CRD# 2181133) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Medford, OR and has over 32 years of experience in the finance industry.