Sea Crest Wealth Management:
An RIA Owned Financial Services Firm

Recently Released!!!
Date Published: June 2013
Comprehensive PPT Deck: 35 Slides
Summary PPT Deck: 13 Slides


Sea Crest Wealth Management was founded by Edward Sullivan in 2008 and is based in Purchase, NY. The company has made six acquisitions, has 50 employees, sixteen financial advisors, & $400 million assets under management, and earns $5.0 million. Sea Crest Wealth Management is led by its President Edward Sullivan. Its web site can be found at www.seacrestwm.com.

Sea Crest Wealth Management's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
  • Early Phase
  • Middle Phase
  • Recent Phase
Its profile includes the key statistics of the firm, including its number of employees, institutional clients, revenues, & net profits.Its profile includes detailed outlines of its core services:
  • Service One
  • Service Two
And its profile concludes with the highlights of its organizational structure & ownership.
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