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).
-
Total Assets Under Management1,283MILLION
-
Total Number of Accounts3,836ACCOUNTS
-
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
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.
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.
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.
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.
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.
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.
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.