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President, Managing Member · Seacrest Wealth Management, LLC

Edward M. Sullivan

CRD 849142 · Named on Form ADV at one SEC-registered adviser

At a glance

Seacrest Wealth Management, LLC, an SEC-registered wealth manager based in Purchase, NY with $1.5 billion in regulatory assets, lists Edward M. Sullivan on its Form ADV as President, Managing Member, a control person.

Firms and roles

AtlasMembers

Edward’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Ronald R LenihanManaging Member and Chief Compliance Officer, Seacrest Wealth Management, LLC
  • Steven H. HemricChief Financial Officer, Seacrest Wealth Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Edward’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.