Build Your
Financial
Future
SeaCrest Wealth Management
Our Vision
We believe our approach to comprehensive client service is critical to the ideal client experience. We provide you with a sophisticated investment process while maintaining the client-centered responsibilities of a SEC regulated fiduciary firm.
SeaCrest offers a suite of services to our clients. From the initial meeting to an ongoing relationship, we provide wealth planning and investment advice for obstacles you may face.
Our approach ensures that each element of a client’s financial goals is closely reviewed and discussed in order to employ a comprehensive strategy.
SEACREST
ADVISORS
Our Wealth Advisors are fiduciary advisors, which means they have a sworn responsibility to manage their clients’ assets with the client’s best interests in mind.
Proven Expertise
We bring proven expertise on various aspects of a client’s wealth: from accumulation and growth through preservation and distribution.
Transparent
Our fee structure is simple, transparent, and easy to understand. It also gives your Wealth Advisor an incentive to help grow your assets. When you succeed, your advisor succeeds.
Fiduciary Advising
Our Wealth Advisors are ready to meet with you and help you and your family plan for your financial future.
Custom Guidance
To help you attain your objectives, our goal is to take a holistic view of your situation and consider all of your assets and liabilities.
Independent Custodians
To provide a reassuring system of checks and balances, a third-party custodian is utilized.
Trusted & Accountable
We continue to build trusted relationships by taking an objective and proactive approach to reflect the nuances and complexities of each situation.
PARTNERS & LEADERSHIP
Management Team
SeaCrest’s well-respected management team offers a wide suite of services designed to enhance the productivity and professionalism of our Wealth Advisors.
Edward M. Sullivan
Managing Partner
Ronald R. Lenihan
Managing Partner
Rajesh K. Gupta
Partner Emeritus
Home Office
3000 Westchester Ave,
Suite 206,
Purchase, NY 10577
Phone: 914-502-1900
Jeffrey Meyer
219 Founders Park Drive,
Suite 4
Rapid City, SD 57701
Advisor: Jeffrey Meyer
Phone: 605-415-4942
Michael Annunziata
6 Legrand Road
North Haven, CT 06473
Advisor: Michael Annunziata
Phone: 203-675-1348
Douglas Stone
3255 Hillcrest Park Dr.,
Medford, OR 97504
Advisor: Douglas Stone
Phone: 541-646-7304
James Dickey
470 Olde Worthington Rd.
Suite 200
Westerville, OH 43082
Advisor: James Dickey
Phone: 614-946-7166
Christopher Nelson
1615 Baltimore Ave,
Suite 100
Kansas City, MO 64108
Advisor: Christopher Nelson
Phone: 816-590-3108
Don Hubbs
8501 NE 89th Place
Kansas City, MO 64157
Advisor: Don Hubbs
Phone: 816-888-9888
Ruben Cisneros
111 W. Ocean Blvd.
4th Floor
Long Beach, CA 90802
Advisor: Ruben Cisneros
Phone: 310-346-0835
Darwin Heath
168 Coolidge Farm Rd
Center Sandwich, NH 03227
Advisor: Darwin Heath
Phone: 617-549-0051
Mark Fadling
3255 Hillcrest Park Drive,
Suite 108 Medford, OR 97504
Advisor: Mark Fadling
Phone: 541-646-7307
Anderson & Madden
101 N. 7th Street
Louisville, KY 40202
Advisor: James Anderson
Phone: 502-905-5780
Advisor: Rick Madden
Phone: 502-216-5242
Daniel Moskow
7047 E Greenway Pkwy
Suite #250
Scottsdale, AZ 85254
Advisor: Daniel Moskow
Phone: 925-683-4689
Amy McLandress
100 W. Big Beaver Road
Suite 200
Troy, MI 48084
Advisor: Amy McLandress
Phone: 248-207-4733
Frank Lawrance
25 River Road,
Unit #1203,
Wilton, CT 06897
Advisor: Frank Lawrence
Phone: 914-502-1906
Dean Livingston
1950 Augusta Street,
Greenville, SC 29605
Advisor: Dean Livingston
Phone: 864-527-5990
Robert Sayler
219 Founders Park Drive,
Suite 4,
Rapid City, SD 57701
Advisor: Robert Sayler
Phone: 605-415-4941
Jason Jeung
505 Montgomery St.,
#11fl
San Francisco, CA 94101
Advisor: Jason Jeung
Phone: 415-577-0885
Ben Brainard
3255 Hillcrest Park Drive
Suite 108
Medford, OR 97504
Advisor: Ben Brainard
Phone: 541-646-7306
Jacqueline Prue
3000 Westchester Avenue
Ste. 206
Purchase, NY 10577
Advisor: Jacqueline Prue
Phone: 917-257-6950
Lee Nysted
Lake Bluff, IL 60044
Advisor: Lee Nysted
Phone: 847-602-6251
Tony Saemai
505 Montgomery St.
11th Floor
San Francisco, CA. 94111
Advisor: Tony Saemai
Phone: 415-874-3390
Carlos Mejia
195 Broadway
Brooklyn, NY 11211
Advisor: Carlos Mejia
Phone: 347-263-8506
Raymond Pruzinsky
3000 Westchester Ave.
Suite 206
Purchase, New York 10577
Advisor: Raymond Pruzinsky
Phone: 914-502-1942
Jeremy Stone
3255 Hillcrest Park Dr.
Suite 108
Medford, OR 97504
Advisor: Jeremy Stone
Phone: 530-828-6688
Brenda Stein
3255 Hillcrest Park Dr.
Suite 108
Medford, OR 97504
Advisor: Brenda Stein
Phone: 541-646-7324
Stephen Tu
609 Deep Valley Rd.
Suite 200
Rolling Hills Estates, CA 90274
Advisor: Stephen Tu
Phone: 424-757-3346
Joanne Liakos
661 N. Tomahawk Trail
Vero Beach, FL 32963
Advisor: Joanne Liakos
Phone: 914-309-3129
Heather Hastey
19600 Fairchild Road,
Suite 150
Irvine, CA 92612
Advisor: Heather Hastey
Phone: 619-450- 6235
Susan Brock
3000 Westchester Ave.,
Suite 206,
Purchase, New York 10577
Advisor: Susan Brock
Phone: 914-502-1911
Jason Seale
7075 Redwood Blvd
Suite D
Novato, Ca. 94945
Advisor: Jason Seale
Phone: (707) 763-1330
Wayne Wong
505 Montgomery Street, 11th Floor
San Francisco CA 90221
Advisor: Wayne Wong
Phone: (415) 812-3889
Noha Schulze
40 LasPalomas
Orinda CA 94563
Advisor: Noha Schulze
Phone: 925-286-8593
Adam Perkins
8501 NE 89th Place
Kansas City, MO 64157
Advisor: Adam Perkins
Phone: 913-284-1694
James Anderson
Advisor: James Anderson
Phone: 502-905-5780
Nicholas Pfeiffer
101 N.7th St.
Louisville KY 40202
Advisor: James Anderson
Phone: 502-235-5795
Darwin Heath
168 Coolidge Farm Rd
Center Sandwich, NH 03227
Advisor: Darwin Heath
Phone: 617-549-0051
Michael Dowd
3000 Westchester Ave.
Suite 206
Purchase NY 10577
Advisor: Michael Dowd
Phone: 914-502-1943
Jeffrey Meyer
Advisor: Jeffrey Meyer
Phone: 605-415-4942