Tony Saemai
Tony Saemai is a registered investment advisor at Seacrest Wealth Management, LLC, based in Purchase, NY, with 20 years of industry experience. Tony 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
3000 Westchester Avenue, Suite 206, Purchase, NY, 10577
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
July 2013Customer Dispute
March 2010Other Business Activities
Tony works as a wealth advisor at Seacrest Wealth Management, a fee-based RIA, since 2013. This is a full-time commitment for Tony.
Employment History
Current Registrations
Seacrest Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
M.L. Stern & CO., LLC.Broker
State Registrations3 states
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
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