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Seacrest Wealth Management, LLC CRD 147092
$1.53B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3000 Westchester Avenue Suite 206, Purchase, NY 10577 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-12-15 |
Branch Locations
3000 Westchester Avenue Suite 206, Purchase, NY 10577 • United States
7075 Redwood Blvd Suite D, Novato, CA 94945 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Wealth Management, Inc | Atlanta | GA | 09/2021 | 11/2021 |
| American Wealth Management, Inc. | Novato | CA | 01/2002 | 09/2021 |
| Seacrest Wealth Management, Llc | Purchase | NY | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-19 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1990-10-12 |
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