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

Consulting

Professional Services

SeaCrest Wealth Management

SeaCrest Wealth Management's headquarters in New York, NY, United States

Edward M. Sullivan

Crpc® Stephen Tu

This department provides personalized financial advisory services to clients, focusing on investment strategies, asset allocation, and overall wealth growth.

Wealth Management

This department focuses on managing and advising corporate retirement plans and investment strategies.

Retirement Solutions

This department provides expert guidance and strategic consultation to support organizational decision-making.

Advisory Services

This department provides strategic direction and oversight for the organization.

Executive Leadership

This department provides professional financial advice and investment management to clients.

Investment Advisory

This department focuses on coordinating marketing strategies and managing operations related to customer relationship management.

SeaCrest Wealth Management

Org chart

Teams

Wealth Management

Retirement Solutions

Advisory Services

Executive Leadership

Investment Advisory

Marketing Operations

Offices

SeaCrest Wealth Management

Org chart

Teams

Wealth Management

Retirement Solutions

Advisory Services

Executive Leadership

Investment Advisory

Marketing Operations

Offices

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