Find A Wealth Advisor

Begin a relationship with SeaCrest

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.

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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”).

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Find A Wealth Advisor

Begin a relationship with SeaCrest

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

Search By Location

Search By Name

Get Started

Ways to locate an advisor

Search By Location

Search By Name

Search By Location

ARIZONA

Scottsdale – Moskow, Daniel

CALIFORNIA

Irvine – Hastey, Heather

Long Beach – Cisneros, Ruben

Novato – Seale, Jason

Rolling Hill Estates – Tu, Stephen

San Francisco – Jeung, Jason

San Francisco – Saemai, Tony

San Francisco – Wong, Wayne

Orinda – Schulze, Noha

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

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

Troy – McLandress, Amy

Missouri

Kansas City – Hubbs, Don

Kansas City – Nelson, Christopher

Kansas City – Perkins, Adam

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