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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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Ways to locate an advisor

Search By Location

Search By Location.

ARIZONA

Scottsdale – Moskow, Daniel

CALIFORNIA

Long Beach – Cisneros, Ruben

Newport Beach – Hastey, Heather

Novato – Seale, Jason

Rolling Hill Estates – Tu, Stephen

San Francisco – Jeung, Jason

San Francisco- Rivas, Claudia

San Francisco – Saemai, Tony

San Francisco – Wong, Wayne

CONNECTICUT

Darien – Lawrance, Frank

FLORIDA

Vero Beach – Liakos, Joanne

Kissimmee – Kenneth Metviner

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

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

Kennebunk – Dwight, Charles

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

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

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

Currently no advisors, seek your next closest advisor

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

South Carolina

Greenville – Livingston, Dean

Wilton – Lawrance, Frank

South Dakota

Rapid City- Howell, Carter

Rapid City – Meyer, Jeffrey

Rapid City – Sayler, Robert

Tennessee

Westerville – Dickey, James

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