TrueAdvisor
TrueAdvisor
DH
DH

Donald Wayne Hubbs

Seacrest Wealth Management, LLC
15 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh 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

Location

3000 Westchester Avenue, Suite 206, Purchase, NY, 10577

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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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Employment History
Current Registrations
Seacrest Wealth Management, LLC
September 2012 - Present · 13 yrs 5 mos
Previous Registrations
LPL Financial Corporation
May 2007 - May 2009 · 2 yrs
M&i Investment Management CORP.
February 2007 - February 2007 · 0 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.