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Daniel Moskow

Seacrest Wealth Management, LLC
33 Years of Experience
Scottsdale, AZ
1 Disclosure
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Daniel Moskow is a registered investment advisor at Seacrest Wealth Management, LLC, based in Scottsdale, AZ, with 33 years of industry experience. Daniel 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
—
View Full SEC Brochure

Location

20551 N Pima Road, Suite 200, Scottsdale, AZ, 85255

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History

Regulatory History (1)
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Regulatory
November 2005
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Seacrest Wealth Management, LLC
April 2013 - Present · 13 yrs 6 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - March 2012 · 2 yrs 9 mos
Morgan Stanley Smith BarneyBroker
June 2009 - March 2012 · 2 yrs 9 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
July 1997 - April 2007 · 9 yrs 9 mos
Morgan Stanley Dw INC.Broker
June 1992 - April 2007 · 14 yrs 10 mos
State Registrations1 state
AZ
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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