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Kenneth Metviner

Seacrest Wealth Management, LLC
40 Years of Experience
Kissimmee, FL
4 Disclosures
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Kenneth Metviner is a registered investment advisor at Seacrest Wealth Management, LLC, based in Kissimmee, FL, with 40 years of industry experience. Kenneth 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.

Seacrest Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
1,498 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Kissimmee, FL

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
August 2012
Final
Employment Separation After Allegations
April 2012
Customer Dispute
May 2009
Settled
Customer Dispute
May 2002
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Seacrest Wealth Management, LLC
February 2015 - Present · 11 yrs 8 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - May 2012 · 2 yrs 11 mos
Morgan Stanley Smith BarneyBroker
June 2009 - May 2012 · 2 yrs 11 mos
Citigroup Global Markets INC.
May 2002 - June 2009 · 7 yrs 1 mo
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
June 1992 - July 1993 · 1 yr 1 mo
Smith Barney, Harris Upham & CO., IncorporatedBroker
May 1989 - June 1992 · 3 yrs 1 mo
Drexel Burnham Lambert Government Securities INC.Broker
February 1989 - April 1990 · 1 yr 2 mos
Drexel Burnham Lambert IncorporatedBroker
September 1983 - August 1989 · 5 yrs 11 mos
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.
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