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Charles Murray Dwight

Seacrest Wealth Management, LLC

Kennebunk, ME

Purchase, NY

CRD 4899547

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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:

Current Employers
Seacrest Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2013-03-04
  • ME RA
    APPROVED
    Since 2013-03-04

Branch Locations

Kennebunk, ME • United States

3000 Westchester Avenue Suite 206, Purchase, NY 10577 • 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
Seacrest Wealth Management, Llc Purchase NY 11/2012 Present
Ontario Securities Commission Ontario 10/2013 Present
Other Businesses

ONTARIO SECURITIES COMMISSION - INVESTMENT ADVISOR REPRESENTATIVE SPENDS APPX 50% OF HIS TIME THERE

Designations
  • Chartered Financial Analyst

View on SEC IAPD

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