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Financial ADVSR advisor directory · SEC adviser records

Seacrest Wealth Management, LLC financial advisors in Purchase, NY

Every SEC-registered investment adviser representative at a Seacrest Wealth Management, LLC office in Purchase, A to Z.

16 registered advisors work at Seacrest Wealth Management, LLC in Purchase, out of 33 at the firm nationwide; it ranks number 4 in the city by advisors. 1 list the CFP designation and 6 are also registered broker representatives.

Seacrest Wealth Management, LLC advisors in Purchase, A to Z

Every Seacrest Wealth Management, LLC advisor →

Seacrest Wealth Management, LLC advisors in every city and state →Seacrest Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Seacrest Wealth Management, LLC advisors in other cities

Medford, OR 3San Francisco, CA 2Cumberland Foreside, ME 1Darien, CT 1Freeport, FL 1Greenville, SC 1Kennebunk, ME 1Lake Bluff, IL 1Rapid City, SD 1Redding, CT 1Rolling Hills Estates, CA 1Scottsdale, AZ 1Troy, MI 1Vero Beach, FL 1

Other firms in Purchase

All Purchase advisors →

Morgan Stanley 560Wells Fargo Clearing Services, LLC 65UBS Financial Services Inc. 25Hightower Advisors, LLC 10Ameriprise Financial Services, LLC 9LPL Financial LLC 8RBC Capital Markets, LLC 7Janney Montgomery Scott LLC 4Main Street Financial 3Wells Fargo Advisors Financial Network, LLC 3

Questions

How many financial advisors does Seacrest Wealth Management, LLC have in Purchase?

16 investment adviser representatives are registered at Seacrest Wealth Management, LLC offices in Purchase, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 33 nationwide. 1 list the CFP designation and 6 are also registered as broker representatives.

Is Seacrest Wealth Management, LLC one of the largest advisor employers in Purchase?

Seacrest Wealth Management, LLC ranks number 4 in Purchase by registered advisors; Morgan Stanley has the most, with 560.

How do I check a Seacrest Wealth Management, LLC advisor in Purchase?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Seacrest Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.