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
- Website
- seacrestwmclients.com
- Industry
- Financial Services
- Employees
- 51
- Founded
- 2008
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Darwin Heath Jr. | Wealth Advisor Seacrest Wealth | Essex County, Massachusetts, United States |
Email
Phone
|
| Wayne Wong Cfp® | Executive Director - Offshore Wealth | San Francisco Bay Area, United States |
Email
Phone
|
| Jacqueline Prue | Wealth Advisor at Seacrest Wealth | New York City Metropolitan Area, United States |
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 | Phone | |
|---|---|---|---|
| General | 4 | 4 | 2 |
| Executive | 2 | 2 | 2 |
| Finance | 2 | 2 | 1 |
| Sales | 1 | 1 | 1 |
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