Seacrest Wealth Management, LLC

Overview

Seacrest Wealth Management, LLC is an SEC registered investment adviser based in Purchase, NY, registered since 2008. It reports $1.5B in assets under management across 3,417 accounts, with 47 employees. It has 33 investment adviser representatives.

Reported AUM

$1.5B

Discretionary

94%

Accounts

3,417

Average account

$449K

Employees

47

Advisory reps

33

Registered since

2008

Jurisdictions

40

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Edward Malachy Sullivan President, Chief Compliance Officer, Managing Member CRD 849142
• Ronald R Lenihan Managing Member CRD 1673704
• Steven Howard Hemric Chief Financial Officer CRD 8039095

Advisory reps 3 of 33

• Susan Bock Insurance Agent · Investment Adviser Rep CRD 839813
• Benjamin Stuart Brainard Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4274774
• Ruben Cisneros Investment Adviser Rep CRD 4015223

30 more advisory reps, with emails, phones and branch locations

Location

Headquarters

3000 Westchester Ave Ste 206
Purchase, NY 10577

County

Westchester

Metro area

New York-Newark-Jersey City, NY-NJ-PA

Region

Northeast

Registrations

• SEC registered
• Registered in 40 jurisdictions
• Website: seacrestwm.com

Every state, with registration dates

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