SeaCrest Wealth Management
Financial Services • 
Harrison, New York, United States • 21-50 Employees
Company overview
| Headquarters | 3010 Westchester Ave., Purchase, NY 10577, US |
| Phone number | +19145021900 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Asset Allocation, Financial Planning |
| Founded | 2008 |
| Employees | 21-50 |
| Socials |
Key Contacts at SeaCrest Wealth Management
Wayne Wong
Executive Director, Offshore Wealth Management
Carlos G Mejia
Corporate Retirement Plan Director / Wealth Advisor
SeaCrest Wealth Management Email Formats
SeaCrest Wealth Management uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@seacrestwm.com), used 65.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@seacrestwm.com | 68.7% |
{first name}{last name} | johndoe@seacrestwm.com | 25% |
{second initial}{last name} | odoe@seacrestwm.com | 3.1% |
{last name}{last name} | doedoe@seacrestwm.com | 3.1% |
About SeaCrest Wealth Management
SeaCrest Wealth Management is a national, SEC-regulated Registered Investment Advisor, providing an independent platform for professional advisors. Headquartered in Purchase, NY, SeaCrest Wealth Management has a presence in 14 locations, and is looking to add offices throughout the United States. Our role is to partner with successful advisors to build the business that they have always envisioned. We assist in building a business that reflects an advisor’s core beliefs and those of their clients. At SeaCrest, we make sure that a transition to independence goes smoothly to eliminate surprises that might occur when moving an advisor’s most important assets: their clients. SeaCrest Wealth Advisors experience the feel of independence while partnering their business with ours. When you join SeaCrest, you receive a high payout and the ability to earn equity in our growing company. Utilizing Schwab Advisory Services as our primary platform, we provide a strong compliance environment to satisfy our regulatory requirements. SeaCrest Wealth Management was recognized by Forbes Magazine as one of the fastest growing advisory business in the country. For more information about SeaCrest Wealth Management, or if you are interested in joining as an advisor, please visit our website at www.seacrestwm.com
SeaCrest Wealth Management revenue & valuation
| Annual revenue | $37,500,000 |
| Revenue per employee | $782,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $120,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
SeaCrest Wealth Management has 26 employees across 5 departments.
Departments
Number of employees
Funding Data
SeaCrest Wealth Management has never raised funding before.
SeaCrest Wealth Management Tech Stack
Discover the technologies and tools that power SeaCrest Wealth Management's digital infrastructure, from frameworks to analytics platforms.
Hosting
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Analytics
JavaScript libraries
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Programming languages
Blogs
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Analytics
Tag managers
Spain
Germany
Frequently asked questions
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