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3000 Westchester Avenue Suite 206, Purchase, NY 10577 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-04-01 |
Branch Locations
Redding, CT • United States
3000 Westchester Avenue Suite 206, Purchase, NY 10577 • United States
3000 Westchester Avenue Suite 206, Purchase, NY 10577-2524 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-29 |
| CT | RA | APPROVED | 2019-05-13 |
Branch Locations
3000 Westchester Avenue Suite 206, Purchase, NY 10577-2524 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seacrest Investment Management, Llc | Purchase | NY | 05/2011 | Present |
| Seacrest Wealth Management, Llc | Purchase | NY | 03/2026 | Present |
1) SEACREST WEALTH MANAGEMENT, RIA: INVESTMENT RELATED, PURCHASE, NEW YORK; INVESTMENT ADVISOR REPRESENTATIVE; 3/2026; 10 HRS/MONTH; 10 HRS/ MONTH DURING TRADING HOURS; INVESTMENT ADVISOR REPRESENTATIVE 2) SEACREST INVESTMENT MANAGEMENT; INVESTMENT RELATED. PURCHASE, NY; INVESTMENT ADVISORY. ADVISOR. 07/2017. 10 HRS/MO; ALL DURING TRADING HOURS. CONDUCT INVESTMENT REVIEW WITH CLIENTS TO VALIDATE THE CLIENTS' CURRENT INVESTMENT OBJECTIVES AND PREPARE RECOMMENDATIONS OF APPRROPIRATE INVESTMENT PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-14 |
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