SEACREST WEALTH MANAGEMENT, LLC

3000 Westchester Avenue
Suite 206
Purchase, New York 10577
Tel: 914-502-1900

About SEACREST WEALTH MANAGEMENT, LLC

SEACREST WEALTH MANAGEMENT, LLC, formally registered with the SEC as SEACREST WEALTH MANAGEMENT, LLC. The firm was established in 05/12/2008. They have over 28 offices throughout the country.

SEACREST WEALTH MANAGEMENT, LLC is a Purchase, New York based Financial Planning firm with nearly $1,561,182,425 assets under management, offering retirement planning & investment advisory services to 3945 clients. The firm is staffed with 51 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	147092
SEC#	801-69141
Assets Managed by Firm	$1,561,182,425
No. of Clients	3945
No. of Advisors	51

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	3945	$1,561,182,425
Individuals (other than high net worth individuals)	1318	$359,903,666
High net worth individuals	382	$1,173,784,025
Pension and profit sharing plans	Fewer than 5 clients	$3,445,402
Charitable organizations	9	$4,804,560
Corporations or other businesses	11	$19,244,772

More Retirement Planning firms in Purchase, New York:

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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