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Juliana Surcalo Evans

Seacrest Wealth Management, LLC

Freeport, FL

Purchase, NY

CRD 5809425

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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
FL RA APPROVED 2023-11-07
  • FL RA
    APPROVED
    Since 2023-11-07

Branch Locations

Freeport, FL • 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 Freeport FL 01/2020 Present
Seacrest Investment Management, Llc Houston TX 12/2014 01/2020
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-19
  • S65 Uniform Investment Adviser Law Examination
    2023-10-19

View on SEC IAPD

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