Kenneth Metviner

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → Present
  Seacrest Wealth Management
  Purchase, NY

Previous Registrations

• 2009-06-01 → 2012-05-03
  Morgan Stanley
  Paramus, NJ
  Atlantic City, NJ
  New York, NY
• 2002-05-08 → 2009-06-01
  Citigroup Global Markets Inc.
  Paramus, NJ
  Paramus, NJ
  Paramus, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-02-16
• S63 Uniform Securities Agent State Law Examination
  1983-09-26