SeaCrest Wealth Management

SeaCrest Wealth Management

Financial Services Purchase, New York, United States 51 employees
Employees
51
Contacts
3
Emails
3
Phones
3

SeaCrest Wealth Management Overview

Headquarters
Purchase, New York, United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
51
Founded
2008
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About SeaCrest Wealth Management

SeaCrest Wealth Management is a national, SEC-regulated Registered Investment Advisor, providing an independent platform for professional advisors. Headquartered in Purchase, NY, SeaCrest Wealth Management has a presence in 14 locations, and is looking to add offices throughout the United States. Our role is to partner with successful advisors to build the business that they have always envisioned. We assist in building a business that reflects an advisor’s core beliefs and those of their clients. At SeaCrest, we make sure that a transition to independence goes smoothly to eliminate surprises that might occur when moving an advisor’s most important assets: their clients. SeaCrest Wealth Advisors experience the feel of independence while partnering their business with ours. When you join SeaCrest, you receive a high payout and the ability to earn equity in our growing company. Utilizing Schwab Advisory Services as our primary platform, we provide a strong compliance environment to satisfy our regulatory requirements. SeaCrest Wealth Management was recognized by Forbes Magazine as one of the fastest growing advisory business in the country. For more information about SeaCrest Wealth Management, or if you are interested in joining as an advisor, please visit our website at www.seacrestwm.com

SeaCrest Wealth Management Contact Details

People in AeroLeads
3
With contact data
3
Email contacts
3
100.0% coverage
Phone contacts
3
100.0% coverage

SeaCrest Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Darwin Heath Jr. Wealth Advisor Seacrest Wealth
Email Phone
Wayne Wong Cfp® Executive Director - Offshore Wealth
Email Phone
Jacqueline Prue Wealth Advisor at Seacrest Wealth
Email Phone

Employees by Management Level

Individual contributor 18 profiles
Associate / junior 3 profiles
Executive 1 profile
Director 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 4 4 2
Executive 2 2 2
Finance 2 2 1
Sales 1 1 1

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