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Daniel Craig Moskow
Seacrest Wealth Management, LLC
32 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Financial Planning & Coaching
High Net Worth
Seacrest Wealth Management, LLC
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
37 advisors
Number of Clients
1,720 clients
Average Client Portfolio
$908K average
Assets Under Management
$1.6B
Fee Structure
Investment Management
Planning
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Location
3000 Westchester Avenue, Suite 206, Purchase, NY, 10577
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History
Regulatory History (1)
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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.
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Regulatory
November 2005
Final
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How to Read Disclosures
Employment History
Current Registrations
Seacrest Wealth Management, LLC
April 2013 - Present · 12 yrs 10 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - March 2012 · 2 yrs 9 mos
Morgan Stanley Smith Barney
Broker
June 2009 - March 2012 · 2 yrs 9 mos
Morgan Stanley & CO. Incorporated
Broker
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 Registrations
1 state
AZ
Advisor
Exams
No exam information available for this advisor.