Jacqueline Prue
Jacqueline Prue is a registered investment advisor at Seacrest Wealth Management, LLC, based in Purchase, NY, with 8 years of industry experience. Jacqueline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Divorce Planning, Education Planning, and 5 more. Their firm serves 1,498 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees vary up to 2.00% annually based on the size and complexity of the relationship. Fees are negotiable at the advisor's discretion.
Fee Estimator
Location
3000 Westchester Avenue, Suite 206, Purchase, NY, 10577
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2012Judgment / Lien
May 2011Other Business Activities
Jacqueline acts as a trustee for her brother's financial affairs since 1998, dedicating minimal time to paying bills. This activity is not investment-related and she receives no compensation.
Employment History
Current Registrations
Seacrest Wealth Management, LLC
Previous Registrations
Clark Dodge & CO. INC.
Invest Financial Corporation
UBS Financial Services INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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