Heather Ann Hastey

Employer firm

Seacrest Wealth Management, LLC CRD 147092

$1.53B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2012 → Present
  Seacrest Wealth Management, Llc
  San Diego, CA

Previous Registrations

• 2010-09-21 → 2012-11-28
  Wells Fargo Clearing Services, Llc
  San Diego, CA
  San Diego, CA
  San Diego, CA

Other Businesses

BACK BAY FUNDING, NON INVESTMENT-RELATED, IRVINE CALIFORNIA, MORTGAGE LENDING, FINDER, 02/2013, 1-3 HRS/MONTH ASH BROKERAGE CORPORATION, NON INVESTMENT-RELATED,, INDEPENDENT INSURANCE AGENT, 1-3 HRS/MONTH

Exams

• S66 Uniform Combined State Law Examination
  2010-09-17