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Ronald Lenihan

Advisor at SeaCrest Investment Management, LLC

Updated today
SeaCrest Investment Management, LLC logo

Firm

SeaCrest Investment Management, LLC

Location

Troy, MI

Credentials

Series 63, Series 65

Industry experience

37 years

About

Ronald Lenihan is a financial advisor with SeaCrest Investment Management, LLC, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and SeaCrest Wealth Management, LLC since 2008 and has been with SeaCrest Investment Management since 2006. SeaCrest Investment Management serves individuals, trusts, estates, charitable organizations, corporations, businesses, and insurance company clients, providing discretionary investment management and related advisory services. The firm uses a primarily fundamental, long-term investment approach supplemented by model-driven asset allocation, including a proprietary Global Tactical Asset Allocation model, and works directly with clients to establish objectives and risk tolerance.

Client services

Based on SeaCrest Investment Management, LLC

Portfolio management

Expertise

Based on SeaCrest Investment Management, LLC

Active portfolio management Options & derivatives strategies Private / alternative investments

Fee options

Percentage

0.20% to 1.15% annually (fee varies based on complexity, asset level, and relationship)

Commissions

Certain advisory persons are registered representatives of a broker-dealer and may earn commissions separately from SIM's advisory fees.

Other

Account minimum: SIM generally does not impose a minimum relationship size for establishing a relationship. However, certain strategies of SIM may require a minimum asset amount to achieve optimal returns, which may be waived at the sole discretion of the Advisor. Fee-only: Investment advisory fees range from 0.20% to 1.15% annually based on assets under management and other factors.

Location

Troy, MI

Most active in

Michigan · Texas

Work history

Purshe kaplan Sterling Investments

2008 - Present (18 years)

Seacrest Wealth Management, LLC

2008 - Present (18 years)

SeaCrest Investment Management, LLC

2006 - Present (20 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Kimberly H

CFP®, CRPC®

Troy, MI

Innermost Wealth Management, LLC

I founded Innermost™ Wealth Management to create a more personal, thoughtful approach to financial planning and wealth management. My background in both finance and psychology shaped my belief that money is not just about numbers. It is deeply personal and connected to your values, goals, and life experiences. I work with professionals who want to grow and simplify their wealth, with a special focus on women navigating career growth, equity compensation, and major life transitions such as divorce. Many of my clients are balancing busy lives and complex financial decisions, and they value having a long-term financial partner who truly understands their needs. My firm is centered on ongoing wealth management through investment advisory relationships. Clients work with me for comprehensive financial planning and investment management that evolves with them over time. As a CERTIFIED FINANCIAL PLANNER® Professional, Chartered Retirement Planning Counselor℠, and Certified Divorce Financial Analyst® Candidate, I provide technical expertise and strategic guidance, while also recognizing the emotional side of financial decisions. My approach is compassionate, judgment-free, and designed to reduce stress while helping you feel more confident in your choices. I operate a fully virtual firm, working with clients across the country who appreciate flexibility and convenience. My goal is to simplify your financial life, provide clear advice, and help you align your wealth with what matters most to you. Outside of work, I enjoy traveling, photography, cooking, and spending quality time with my Beagle, Gracie.

General retirement planning General tax planning Wealth management Startup equity planning Divorce financial planning Women Professionals Life coaching / goal alignment Established Professionals Approaching retirement Dual Income Family
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Series 63, Series 65

Southfield, MI

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ESG / Sustainable investing Equity compensation tax strategy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Values-based investing
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Series 63, Series 65

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Tax-loss harvesting Retirement income strategy Income planning Equity compensation tax strategy Charitable giving & philanthropy Executive
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College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement income strategy
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ESG / Sustainable investing
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CFP®, Series 66

Grosse Pointe Shores, MI

Tetra Wealth Management

Income planning Debt management Options & derivatives strategies Tax-loss harvesting
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