Build Your

Financial

Future

SeaCrest Wealth Management

Our Vision

We believe that our approach to comprehensive client service is critical to the ideal client experience.  We provide you with a sophisticated investment process and while maintaining the client-centered responsibilities of a SEC regulated fiduciary firm.

Our firm offers a suite of services to our clients.  From an initial meeting to an ongoing relationship we provide you with wealth planning and investment advice for obstacles you may face.

Our approach ensures that each element of a client’s financial goals is closely reviewed and discussed in order to employ a comprehensive strategy.

SEACREST

ADVISORS

Our Wealth Advisors are fiduciary advisors, which means they have a sworn responsibility to manage their clients’ assets with the client’s best interests in mind.

5

Proven Expertise

We bring proven expertise on various aspects of a client’s wealth: from accumulation and growth through preservation and distribution.

5

Transparent

Our fee structure is simple, transparent, and easy to understand. It also gives your Wealth Advisor an incentive to help grow your assets. When you succeed, your advisor succeeds.

5

Fiduciary Advising

Our Wealth Advisors are ready to meet with you and help you and your family plan for your financial future.

5

Custom Guidance

To help you attain your objectives, our goal is to take a holistic view of your situation and consider all of your assets and liabilities.

5

Independent Custodians

To provide a reassuring system of checks and balances, a third-party custodian is utilized.

5

Trusted & Accountable

We continue to build trusted relationships by taking an objective and proactive approach to reflect the nuances and complexities of each situation.

PARTNERS & LEADERSHIP

Management Team

SeaCrest’s well-respected management team offers a wide suite of services designed to enhance the productivity and professionalism of our Wealth Advisors.

Edward M. Sullivan

Edward M. Sullivan

Managing Partner

Ronald R. Lenihan

Ronald R. Lenihan

Managing Partner

Rajesh K. Gupta

Rajesh K. Gupta

Partner Emeritus

Home Office

3000 Westchester Ave,
Suite 206,
Purchase, NY 10577

Phone: 914-502-1900

Jeffrey Meyer

219 Founders Park Drive,
Suite 4
Rapid City, SD 57701

Advisor: Jeffrey Meyer
Phone: 605-415-4942

Michael Annunziata

6 Legrand Road
North Haven, CT 06473

Advisor: Michael Annunziata
Phone: 203-675-1348

Douglas Stone

3255 Hillcrest Park Dr.,
Medford, OR 97504

Advisor: Douglas Stone
Phone: 541-646-7304

James Dickey

470 Olde Worthington Rd.
Suite 200
Westerville, OH 43082

Advisor: James Dickey
Phone: 614-946-7166

Christopher Nelson

1615 Baltimore Ave,
Suite 100
Kansas City, MO 64108

Advisor: Christopher Nelson
Phone: 816-590-3108

Don Hubbs

8501 NE 89th Place
Kansas City, MO 64157

Advisor: Don Hubbs
Phone: 816-888-9888

Ruben Cisneros

111 W. Ocean Blvd.
4th Floor
Long Beach, CA 90802

Advisor: Ruben Cisneros
Phone: 310-346-0835

Darwin Heath

168 Coolidge Farm Rd
Center Sandwich, NH  03227

Advisor: Darwin Heath
Phone: 617-549-0051

Mark Fadling

3255 Hillcrest Park Drive,
Suite 108 Medford, OR 97504

Advisor: Mark Fadling
Phone: 541-646-7307

Anderson & Madden

101 N. 7th Street
Louisville, KY 40202

Advisor: James Anderson
Phone: 502-905-5780

Advisor: Rick Madden
Phone: 502-216-5242

Daniel Moskow

7047 E Greenway Pkwy
Suite #250
Scottsdale, AZ 85254

Advisor: Daniel Moskow
Phone: 925-683-4689

Amy McLandress

100 W. Big Beaver Road 
Suite 200 
Troy, MI  48084

Advisor: Amy McLandress
Phone: 248-207-4733

Frank Lawrance

25 River Road,
Unit #1203,
Wilton, CT 06897

Advisor: Frank Lawrence
Phone: 914-502-1906

Dean Livingston

1950 Augusta Street,
Greenville, SC 29605

Advisor: Dean Livingston
Phone: 864-527-5990

Robert Sayler

219 Founders Park Drive,
Suite 4,
Rapid City, SD 57701

Advisor: Robert Sayler
Phone: 605-415-4941

Jason Jeung

505 Montgomery St.,
#11fl
San Francisco, CA 94101

Advisor: Jason Jeung
Phone: 415-577-0885

Ben Brainard

3255 Hillcrest Park Drive
Suite 108
Medford, OR 97504

Advisor: Ben Brainard
Phone: 541-646-7306

Jacqueline Prue

3000 Westchester Avenue
Ste. 206
Purchase, NY 10577

Advisor: Jacqueline Prue
Phone: 917-257-6950

Lee Nysted

131 E North Ave
Lake Bluff, IL 60044

Advisor: Lee Nysted
Phone: 847-602-6251

Tony Saemai

505  Montgomery St.
11th Floor
San Francisco, CA. 94111

Advisor: Tony Saemai
Phone: 415-874-3390

Carlos Mejia

195 Broadway
Brooklyn, NY 11211

Advisor: Carlos Mejia
Phone: 347-263-8506

Raymond Pruzinsky

3000 Westchester Ave.
Suite 206
Purchase, New York 10577

Advisor: Raymond Pruzinsky
Phone: 914-502-1942

Eric Cobb

314 S Pine St
# 100
Spartanburg, SC 29302

Advisor: Eric Cobb
Phone: 864-542-6343

Jeremy Stone

3255 Hillcrest Park Dr.
Suite 108
Medford, OR 97504

Advisor: Jeremy Stone
Phone: 530-828-6688

Brenda Stein

3255 Hillcrest Park Dr.
Suite 108
Medford, OR 97504

Advisor: Brenda Stein
Phone: 541-646-7324

Stephen Tu

609 Deep Valley Rd.
Suite 200
Rolling Hills Estates, CA 90274

Advisor: Stephen Tu
Phone: 424-757-3346

Joanne Liakos

661 N. Tomahawk Trail
Vero Beach, FL 32963

Advisor: Joanne Liakos
Phone: 914-309-3129

Heather Hastey

19600 Fairchild Road,
Suite 150
Irvine, CA 92612

Advisor: Heather Hastey
Phone: 619-450- 6235

Susan Brock

3000 Westchester Ave.,
Suite 206,
Purchase, New York 10577

Advisor: Susan Brock
Phone: 914-502-1911