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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 | 2025-01-01 |
Branch Locations
3000 Westchester Avenue Suite 206, Purchase, NY 10577 • United States
505 Montgomerery Street 11Th Floor, San Francisco, CA 94111 • United States
2 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 |
|---|---|---|---|---|
| Occidental Asset Management, Llc | Burlingame | CA | 12/2013 | 05/2019 |
| Seacrest Wealth Management, Llc | San Francisco | CA | 06/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-19 |
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