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Orlando Rosario

Seacrest Wealth Management, LLC

Purchase, NY

Durham, NC

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Current Employers
Seacrest Wealth Management, Llc

3000 Westchester Avenue Suite 206, Purchase, NY 10577 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-04-15
  • NC RA
    APPROVED
    Since 2024-04-15

Branch Locations

3000 Westchester Avenue Suite 206, Purchase, NY 10577 • United States

Durham, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Durham NC 06/2013 12/2020
Fidelity Personal And Workplace Advisors Boston MA 07/2018 12/2020
Gwfs Equities, Inc Greenwood Village CO 11/2021 04/2024
Advised Assets Groups, Llc Greenwood Village CO 11/2021 04/2024
Unemployed Durham NC 01/2021 10/2021
Seacrest Wealth Management, Llc Durham NC 04/2024 Present
  • 06/2013 → 12/2020
    Fidelity Brokerage Services Llc
    Durham, NC
  • 07/2018 → 12/2020
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 11/2021 → 04/2024
    Gwfs Equities, Inc
    Greenwood Village, CO
  • 11/2021 → 04/2024
    Advised Assets Groups, Llc
    Greenwood Village, CO
  • 01/2021 → 10/2021
    Unemployed
    Durham, NC
  • 04/2024 → Present
    Seacrest Wealth Management, Llc
    Durham, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-13
S63 Uniform Securities Agent State Law Examination 2001-02-09
  • S66 Uniform Combined State Law Examination
    2016-05-13
  • S63 Uniform Securities Agent State Law Examination
    2001-02-09
Other Names
  • Orlando James Rosario

View on SEC IAPD

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Other Investors

JOSHUA BERNARD SANDBULTE
ERIC ALAN BICKLER
RYAN VINCENT HETZER
SIOBHAN BRADY
Anthony Joseph DiPerri
Michael Patrick Zazuri
DYLAN William WYNNE
ROB ANTONY SABEL

Other Offices

GREENHAVEN ASSOCIATES INC · PURCHASE, NY
UBS FINANCIAL SERVICES INC. · Purchase, NY
NOW ASSET MANAGEMENT LLC · PURCHASE, NY
OTR GLOBAL LLC · PURCHASE, NY
JANNEY MONTGOMERY SCOTT LLC · PURCHASE, NY
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PURCHASE, NY
GREYWOLF CAPITAL MANAGEMENT LP · PURCHASE, NY
OLSTEIN CAPITAL MANAGEMENT, L.P. · PURCHASE, NY

More in Purchase, NY

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