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
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11-50 employees
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Financial Services
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3010 Westchester Ave., Purchase, NY 10577, US
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2008
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Investments, Asset Allocation, Financial Planning
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Frequently Asked Questions about SeaCrest Wealth Management
The decision makers in SeaCrest Wealth Management are Carlos G Mejia, Carlos G Mejia, Noha Schulze, etc. Click to Find SeaCrest Wealth Management decision makers emails.
SeaCrest Wealth Management offers a comprehensive range of services including investment management, asset allocation, and financial planning. As a Registered Investment Advisor, we focus on providing independent, tailored solutions to meet the unique needs of our clients. Our professional advisors work closely with individuals and institutions to develop customized investment strategies that align with their financial goals.
At SeaCrest Wealth Management, we believe that effective asset allocation is key to achieving long-term financial success. Our approach involves a thorough analysis of each client's financial situation, risk tolerance, and investment objectives. We utilize a diversified investment strategy that balances various asset classes, aiming to optimize returns while managing risk. Our advisors continuously monitor and adjust the asset allocation as market conditions and client circumstances change.
Our financial planning services are designed for a wide range of clients, including individuals, families, and businesses. Whether you are planning for retirement, saving for education, or looking to grow your wealth, our advisors can help you create a personalized financial plan that addresses your specific goals and challenges. We also support high-net-worth individuals and institutions seeking sophisticated financial strategies.
SeaCrest Wealth Management stands out due to our independent platform and commitment to fiduciary responsibility. As an SEC-regulated Registered Investment Advisor, we prioritize our clients' best interests in all our recommendations. Our team of experienced advisors offers personalized service and a collaborative approach, ensuring that each client receives tailored solutions that align with their financial objectives. Additionally, our national presence across 14 locations allows us to leverage diverse market insights and expertise.
As a national, SEC-regulated Registered Investment Advisor, SeaCrest Wealth Management adheres to strict regulatory standards to ensure the highest level of compliance and transparency. We have established robust internal controls and compliance protocols to monitor our operations and safeguard client interests. Our team regularly undergoes training and updates on regulatory changes, ensuring that we remain compliant with all applicable laws and regulations.
Yes, SeaCrest Wealth Management provides clients with secure online access to their investment portfolios. Our client portal allows you to view your account balances, performance reports, and transaction history at any time. This transparency enables you to stay informed about your investments and track your progress toward your financial goals. If you have any questions about accessing your account, our client support team is always available to assist you.
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