Erik Metviner

Seacrest Wealth Management, LLC

12 Years of Experience

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.

Employment History

Current Registrations

Seacrest Wealth Management, LLC

July 2013 - Present · 12 yrs 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.