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. For more information about SeaCrest Wealth Management, or if you are interested in joining as an advisor, please visit our website at To learn more about Seacrest and our core values :
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Verified contacts
47
available on Kipplo
LinkedIn employees
46
51 to 200 range
Open roles
—
no listings
Distinct roles
33
indexed titles
Tech stack
2
tools in use
Monthly traffic
122
organic / mo
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Decision-makers and verified team members
47 contacts with verified email or phone · masked until revealed.
- CG
Carlos G Mejia
Corporate Retirement Plan Director Wealth Advisor · Finance & Accounting
EmailPhone - RM
Rick Madden
Regional Director Wealth Advisor · Other
EmailPhone - WW
Wayne Wong
Executive Director, Offshore Wealth Management · General Business & Management
EmailPhone - DL
Dean Livingston
Certified Wealth Strategist Wealth Advisor · Finance & Accounting
EmailPhone - DS
Douglas Stone
Wealth Advisor · Finance & Accounting
EmailPhone - JD
James D. Dickey
Wealth Advisor · Finance & Accounting
EmailPhone - JM
Jeffrey Meyer
Wealth Advisor · Finance & Accounting
EmailPhone - MF
Mark Fadling
Wealth Advisor · Finance & Accounting
EmailPhone - RR
Robert R Sayler
Wealth Advisor and Branch Manager · Other
EmailPhone
Showing 9 of 47 verified contacts
Top roles at Seacrest Wealth Management
33 distinct titles indexed · top 10 shown.
- 8wealth advisor
- 2client service associate
- 2financial advisor
- 2managing partner
- 2wealth manager
- 1, &,
- 1advisor
- 1cabin crew
- 1cabin steward messman
- 1certified wealth strategist wealth advisor
- +23more titles
Sign up to unlock all 47 contacts at Seacrest Wealth Management
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