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

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.
Public Access

Please click on the Table of Contents icon below to see more details of this research.

Client Access

Tiburon Research Access Program subscribers and individual research subscribers may click on any of the icons below to access any part of this research.
Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.

Tiburon Research Orders


If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.