Find A Wealth Advisor

Managing your wealth and finances can seem complicated, however, working with SeaCrest Wealth Management is simple. Start by contacting any of our professional and experienced Wealth Advisors and set up an initial consultation. SeaCrest Wealth Management is a SEC regulated entity and all of our individuals are Registered Investment Advisors.
Get started today.
The CERTIFIED FINANCIAL PLANNER™, CFP®, and federally registered CFP® (with flame design) marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by CERTIFIED FINANCIAL PLANNER™ Board of Standards, Inc. (“CFP® Board”). 

Find A Wealth Advisor

Managing your wealth and finances can seem complicated, however, working with SeaCrest Wealth Management is simple. Start by contacting any of our professional and experienced Wealth Advisors and set up an initial consultation. SeaCrest Wealth Advisors are always fiduciary advisors that are committed to your best financial interests.
Get started today.

Get Started

Ways to locate an advisor

Get Started

Ways to locate an advisor

ARIZONA

Scottsdale – Moskow, Daniel

CALIFORNIA

Irvine – Hastey, Heather

Long Beach – Cisneros, Ruben

Novato – Seale, Jason

Orinda – Schulze, Noha

Rolling Hill Estates – Tu, Stephen

San Francisco – Jeung, Jason

San Francisco – Saemai, Tony

San Francisco – Wong, Wayne

 

CONNECTICUT

North Haven – Annunziata, Michael

 

FLORIDA

Vero Beach – Liakos, Joanne

GEORGIA

Currently, we do not have any advisors in your area. However, we are still pleased to help you with your wealth management. Please call our Home Office where we can connect you with an advisor who’s aligned with your goals. Call Us Today at 914.502.1900

Hawaii

Currently, we do not have any advisors in your area. However, we are still pleased to help you with your wealth management. Please call our Home Office where we can connect you with an advisor who’s aligned with your goals. Call Us Today at 914.502.1900

Idaho

Currently, we do not have any advisors in your area. However, we are still pleased to help you with your wealth management. Please call our Home Office where we can connect you with an advisor who’s aligned with your goals. Call Us Today at 914.502.1900

Indiana

Currently, we do not have any advisors in your area. However, we are still pleased to help you with your wealth management. Please call our Home Office where we can connect you with an advisor who’s aligned with your goals. Call Us Today at 914.502.1900

Illinois

Lake Bluff – Nysted, Lee

Naperville – Stanton, John

Kentucky

Louisville – Anderson, James

Louisville – Madden, Rick

Louisville – Pfeiffer, Nicholas

Louisiana

Currently, we do not have any advisors in your area. However, we are still pleased to help you with your wealth management. Please call our Home Office where we can connect you with an advisor who’s aligned with your goals. Call Us Today at 914.502.1900

Maine

Currently, we do not have any advisors in your area. However, we are still pleased to help you with your wealth management. Please call our Home Office where we can connect you with an advisor who’s aligned with your goals. Call Us Today at 914.502.1900

Maryland

Currently, we do not have any advisors in your area. However, we are still pleased to help you with your wealth management. Please call our Home Office where we can connect you with an advisor who’s aligned with your goals. Call Us Today at 914.502.1900

Massachusetts

Currently, we do not have any advisors in your area. However, we are still pleased to help you with your wealth management. Please call our Home Office where we can connect you with an advisor who’s aligned with your goals. Call Us Today at 914.502.1900

Michigan
Missouri

Kansas City – Hubbs, Don

Kansas City – Nelson, Christopher

Montana

Currently, we do not have any advisors in your area. However, we are still pleased to help you with your wealth management. Please call our Home Office where we can connect you with an advisor who’s aligned with your goals. Call Us Today at 914.502.1900

Nebraska

Currently, we do not have any advisors in your area. However, we are still pleased to help you with your wealth management. Please call our Home Office where we can connect you with an advisor who’s aligned with your goals. Call Us Today at 914.502.1900

Nevada

Currently, we do not have any advisors in your area. However, we are still pleased to help you with your wealth management. Please call our Home Office where we can connect you with an advisor who’s aligned with your goals. Call Us Today at 914.502.1900

New Hampshire

Center Sandwich – Heath, Darwin

New York

Brooklyn – Mejia, Carlos

Purchase – Bock, Susan

Purchase – Home Office

Purchase – Pruzinsky, Raymond

Purchase – Prue, Jacqueline

Purchase – Dowd, Michael

Oregon

Medford – Brainard, Ben

Medford – Fadling, Mark

Medford – Stone, Douglas

South Carolina

Greenville – Livingston, Dean

Wilton – Lawrance, Frank

South Dakota

Rapid City – Meyer, Jeffrey

Rapid City – Sayler, Robert

Tennessee

Westerville – Dickey, James

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