Orlando Rosario is a registered investment advisor at Seacrest Wealth Management, LLC, based in Purchase, NY, with 21 years of industry experience. Orlando operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,720 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SeaCrest Wealth Management's investment management fees are based on the value of your portfolio and are charged quarterly, in advance. The annual fee can be up to 2.00%, depending on the size and complexity of your account and the advisor providing the service. Fees may be negotiable. If you deposit or withdraw $10,000 or more during a quarter, the fee will be adjusted accordingly.
Location
3000 Westchester Avenue, Suite 206, Purchase, NY, 10577
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Seacrest Wealth Management, LLC
Previous Registrations
Empower Financial Services, INC.Broker
Empower Advisory Group, LLC
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Fidelity Brokerage Services LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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