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Ronald Lenihan

Seacrest Wealth Management, LLC
37 Years of Experience
Troy, MI
BrokerSells Insurance
View SEC Summary
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Ronald Lenihan is a registered investment advisor at Seacrest Wealth Management, LLC, based in Troy, MI, with 37 years of industry experience. Ronald is also registered as a broker, so some compensation may come from commissions on products sold. 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

Troy, MI

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Ronald is a partner at Seacrest Investment Management, LLC and Seacrest Wealth Management, LLC, both Registered Investment Advisors (RIAs). He also works as an agent for PKSF selling fixed insurance and annuities, dedicating about 10-20% of his time, and is a member of SeaCrest Financial Services, LLC, engaging in life insurance related activities for a minimal time.

Employment History
Current Registrations
Seacrest Wealth Management, LLC
November 2015 - Present · 10 yrs 11 mos
Purshe Kaplan Sterling InvestmentsBroker
July 2008 - Present · 18 yrs 3 mos
Seacrest Investment Management, LLC
June 2007 - Present · 19 yrs 4 mos
Previous Registrations
Morgan Stanley & CO., IncorporatedBroker
January 1989 - September 2005 · 16 yrs 8 mos
Bear, Stearns & CO. INC.Broker
May 1987 - January 1989 · 1 yr 8 mos
State Registrations5 states
MINYOHORTX
AdvisorBrokerBoth

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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