Ronald Lenihan
Advisor at SeaCrest Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at SeaCrest Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
SeaCrest Investment Management, LLC
Location
Troy, MI
Credentials
Series 63, Series 65
Industry experience
37 years
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.
Based on SeaCrest Investment Management, LLC
0.20% to 1.15% annually (fee varies based on complexity, asset level, and relationship)
Certain advisory persons are registered representatives of a broker-dealer and may earn commissions separately from SIM's advisory fees.
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.
Troy, MI
Michigan · Texas
Purshe kaplan Sterling Investments
2008 - Present (18 years)
Seacrest Wealth Management, LLC
2008 - Present (18 years)
SeaCrest Investment Management, LLC
2006 - Present (20 years)
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