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VerifiedFinancial Services· Founded 2008

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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HeadquartersPurchase, United StatesEmployees46(51 to 200)Annual revenue$10M to <$50MFounded year2008Websiteseacrestwm.comLinkedIn profileLinkedIn

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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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

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