Seacrest Wealth Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

147092

SEC number

801-69141

Firm type

RIA

Assets under management

$1.5B as of Mar 17, 2026

Website

www.seacrestwm.com ↗

Phone

914-502-1900

Address

3000 Westchester Avenue, Purchase, NY, 10577

Advisors at this firm

34 in our index · page 1 of 1

• Susan BockCRD 839813 · Purchase, NY
  IA RegisteredRegistration inactive
• Benjamin Stuart BrainardCRD 4274774 · Medford, OR
  IA RegisteredBroker
• Ruben CisnerosCRD 4015223 · Long Beach, CA
  IA RegisteredRegistration inactive
• Robert Lee ClarkCRD 47833 · Cumberland Foreside, ME
  IA Registered
  Disclosure event(s) on record
• James Douglas DickeyCRD 3256135 · Parrottsville, TN
  IA Registered
  Disclosure event(s) on record
• Michael Patrick DowdCRD 1272134 · Purchase, NY
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Charles Murray DwightCRD 4899547 · Kennebunk, ME
  IA Registered
• Juliana Surcalo EvansCRD 5809425 · Riverview, FL
  IA Registered
• Mark Dennis FadlingCRD 2181133 · Medford, OR
  IA RegisteredBroker
  Disclosure event(s) on record
• Joanne Liakos HackenburgCRD 1006977 · Vero Beach, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Heather Ann HasteyCRD 4654896 · Newport Beach, CA
  IA Registered
• Carter Michael HowellCRD 8248862 · Rapid City, SD
  IA Registered
• Jason Ferris JeungCRD 2690182 · San Francisco, CA
  IA Registered
  Disclosure event(s) on record
• Francis Cooper LawranceCRD 1029741 · Darien, CT
  IA RegisteredBroker
• Ronald R LenihanCRD 1673704 · Troy, MI
  IA RegisteredBroker
• Dean B LivingstonCRD 1637728 · Greenville, SC
  IA Registered
  Disclosure event(s) on record
• Jeanne Louise McveighCRD 2737607 · Medford, OR
  IA RegisteredBroker
• Carlos Gabriel MejiaCRD 5011069 · Brooklyn, NY
  IA RegisteredBroker
• Erik MetvinerCRD 6218837 · Purchase, NY
  IA Registered
• Kenneth MetvinerCRD 1178560 · Kissimmee, FL
  IA Registered
  Disclosure event(s) on record
• Daniel Craig MoskowCRD 2243929 · Scottsdale, AZ
  IA Registered
  Disclosure event(s) on record
• Lee Allen NystedCRD 726033 · Lake Bluff, IL
  IA Registered
  Disclosure event(s) on record
• Jacqueline PrueCRD 1112160 · Purchase, NY
  IA Registered
  Disclosure event(s) on record
• Raymond Anthony PruzinskyCRD 727048 · Purchase, NY
  IA RegisteredBroker
• Claudia RivasCRD 5028370 · San Francisco, CA
  IA RegisteredRegistration inactive
• Orlando RosarioCRD 4292280 · Durham, NC
  IA RegisteredRegistration inactive
• Tony SaemaiCRD 5119801 · Purchase, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert Raymond SaylerCRD 2715203 · Rapid City, SD
  IA RegisteredBroker
• Howard Alan SchlossCRD 2109029 · Redding, CT
  IA Registered
• Jason Lee SealeCRD 1874548 · Novato, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Edward Malachy SullivanCRD 849142 · Purchase, NY
  IA RegisteredBroker
• Stephen T TuCRD 5565787 · Rolling Hills Estates, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Wayne Ray WongCRD 3090301 · San Francisco, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• James Edward YarbroughCRD 2849196 · Greenville, SC
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.