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Edward Sullivan

Seacrest Wealth Management, LLC
46 Years of Experience
Purchase, NY
Broker
View SEC Summary
View SEC Summary

Edward Sullivan is a registered investment advisor at Seacrest Wealth Management, LLC, based in Purchase, NY, with 46 years of industry experience. Edward 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.

Seacrest Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
1,498 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

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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Other Business Activities

Edward is dually-registered as an investment advisor representative and a registered representative, dedicating approximately 90% of his time to these services. He also serves on committees for Providence College, spending minimal time on these activities.

Employment History
Current Registrations
Seacrest Wealth Management, LLC
October 2008 - Present · 18 yrs
Purshe Kaplan Sterling InvestmentsBroker
April 2008 - Present · 18 yrs 6 mos
Previous Registrations
Morgan Stanley Dw INC.Broker
January 1982 - May 2006 · 24 yrs 4 mos
E. F. Hutton & Company INCBroker
July 1979 - January 1982 · 2 yrs 6 mos
Kidder, Peabody & CO. IncorporatedBroker
May 1978 - August 1979 · 1 yr 3 mos
Kidder, Peabody & CO., IncorporatedBroker
March 1978 - May 1978 · 2 mos
State Registrations5 states
CACTNYORSD
AdvisorBrokerBoth

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
No exam information available for this advisor.
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