Lee Allen Nysted

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

Authority	Category	Status	Date
IL	RA	APPROVED	2016-01-04

IL RA
APPROVED

Since 2016-01-04

Branch Locations

Lake Bluff, IL • United States

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

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination Yes

Employment History

Organization	City	State	From	To
Seacrest Wealth Management, Llc	Purchase	NY	11/2015	Present

11/2015 → Present

Seacrest Wealth Management, Llc

Purchase, NY

Previous Registrations

2008-01-01 → 2015-09-03

Wells Fargo Clearing Services, Llc

Lake Forest, IL
2002-05-07 → 2008-01-01

A. G. Edwards & Sons, Inc.

Lake Forest, IL

St. Louis, MO

Lake Forest, IL

Other Businesses

1. RENTAL PROPERTY; INVESTMENT RELATED; ARUBA, NV; OWNER; START DATE 4/2012; 0 HRS PER MONTH. 2. LEE NYSTED MUSIC, NON INVESTMENT-RELATED, LAKE BLUFF IL, MUSIC SALE ONLINE, 0 HRS/MONTH

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1998-08-28
S63	Uniform Securities Agent State Law Examination	1981-04-16

S65 Uniform Investment Adviser Law Examination

1998-08-28
S63 Uniform Securities Agent State Law Examination

1981-04-16

Other Names

Lee A Nysted

View on SEC IAPD