Dean Livingston
Dean Livingston is a registered investment advisor at Seacrest Wealth Management, LLC, based in Greenville, SC, with 27 years of industry experience. Dean 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
1990 Augusta Street, Suite 202, Greenville, SC, 29605
Get directionsHistory
Regulatory History (17)
Customer Dispute
June 2011Customer Dispute
December 2010Customer Dispute
November 2010Customer Dispute
July 2010Customer Dispute
May 2010Customer Dispute
February 2010Customer Dispute
November 2009Customer Dispute
September 2009Customer Dispute
September 2009Customer Dispute
August 2009Customer Dispute
July 2009Employment Separation After Allegations
July 2009Customer Dispute
May 2009Customer Dispute
December 2008Customer Dispute
December 2008Customer Dispute
March 2008Customer Dispute
July 1997Employment History
Current Registrations
Seacrest Wealth Management, LLC
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley
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
More Advisors
- Steven Phillips, CFPForvis Mazars Wealth Advisors, LLC
- Jason Skistad, CFPMariner
- Nelson Arrington, CFACx Institutional, LLC
- Daniel Milks, CFPFiduciary Organization, LLC
- Brittany Wolff, CFPWolff Financial
- Marcus Graham, CFPTruist Advisory Services, INC.