Advisors at this firm
Raymond P
Series 63, Series 65
Purchase, NY
Seacrest Wealth Management, LLC
Raymond Pruzinsky is a financial advisor with Seacrest Wealth Management, LLC, holding the Series 63 and Series 65 designations and bringing 44 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Purshe Kaplan Sterling Investments. In addition to his advisory work, he operates a non-variable insurance agency providing various insurance policies to clients. Seacrest Wealth Management is a multi-advisor SEC-registered firm offering comprehensive wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach using fundamental and technical analysis across a range of investment vehicles and provides specialized services such as divorce financial mediation and consulting related to variable annuities and employer-sponsored plans.
Benjamin B
Series 66
Medford, OR
Seacrest Wealth Management, LLC
Benjamin Brainard is a financial advisor with Seacrest Wealth Management, LLC in Medford, OR, holding a Series 66 credential and 25 years of industry experience. He has been with Seacrest Wealth Management and Purshe Kaplan Sterling Investments since 2009. Outside of finance, he owns and operates Ashland Greenhouses, a greenhouse farm, and hosts cycling events and races through an event promotion business. Seacrest Wealth Management is a multi-advisor SEC-registered firm that provides comprehensive wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach using both fundamental and technical analysis and offers specialized services such as divorce financial mediation and consulting on variable annuities and employer-sponsored plans.
Carter H
Series 65
Rapid City, SD
Seacrest Wealth Management, LLC
Carter Howell is a financial advisor with Seacrest Wealth Management, LLC in Rapid City, SD. He holds a Series 65 designation and has experience in both professional sports organizations and education, having worked with the Atlanta Braves, San Francisco Giants, Augustana University, and Moorhead High School. Howell has been with Seacrest Wealth Management since 2026. Seacrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach combining fundamental and technical analysis and integrates artificial intelligence tools alongside human review in its decision processes.
Christopher N
Series 65
Kansas City, MO
Seacrest Wealth Management, LLC
Christopher Nelson is a financial advisor at SeaCrest Wealth Management, LLC in Kansas City, MO, with seven years of industry experience. He holds the Series 65 designation and has worked at SeaCrest since 2018, following five years at Enterprise Bank & Trust. Nelson serves as a board member of Palmer Square Capital BDC Inc., attending quarterly meetings related to the business development company. SeaCrest Wealth Management is a multi-advisor SEC-registered investment adviser that provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a primarily long-term investment process using fundamental and technical analysis, offering a range of investment vehicles and specialized services including divorce financial mediation and consulting on variable annuities and employer-sponsored plans.
Charles D
CFA®
Kennebunk, ME
Seacrest Wealth Management, LLC
Charles Dwight is a CFA® charterholder with 13 years of industry experience. He is currently an investment advisor representative at the Ontario Securities Commission and has been with SeaCrest Wealth Management, LLC since 2012. Approximately half of his professional time is spent in his role at the Ontario Securities Commission. SeaCrest Wealth Management, LLC is a multi-advisor SEC-registered firm that provides comprehensive wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a primarily long-term investment approach using fundamental and technical analysis and offers specialized services such as divorce financial mediation and variable annuities consulting.
Claudia R
Series 66
San Francisco, CA
Seacrest Wealth Management, LLC
Claudia Rivas is a financial advisor at SeaCrest Wealth Management, LLC with 20 years of industry experience. She holds the Series 66 designation and has previously worked at J.P. Morgan Securities, First Republic Investment Management, Bank of America, Merrill Lynch, and Wells Fargo. Outside of her advisory role, she is an owner and partner of OTOMI TTO, LLC, a real estate business focused on property updates and rental planning. SeaCrest Wealth Management, LLC is a multi-advisor SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a primarily long-term investment approach using fundamental and technical analysis across various asset types and offers specialized services such as divorce financial mediation and employer-sponsored plan consulting.
Ruben C
CFP®, Series 66
Long Beach, CA
Seacrest Wealth Management, LLC
Ruben Cisneros is a CFP® professional with 23 years of industry experience. He has been with SeaCrest Wealth Management, LLC since 2020 and previously worked at Bank of America and Merrill Lynch. SeaCrest Wealth Management is a multi-advisor firm serving individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive wealth management and financial planning services with a primarily long-term investment approach that incorporates both fundamental and technical analysis.
Amy M
Series 63, Series 65
Purchase, NY
Seacrest Wealth Management, LLC
Amy Mclandress is a financial advisor at SeaCrest Wealth Management, LLC with 11 years of industry experience. She has been with SeaCrest since 2014 and holds Series 63 and Series 65 designations. SeaCrest Wealth Management is a multi-advisor SEC-registered firm offering wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a long-term investment approach using fundamental and technical analysis, with portfolios that may include mutual funds, ETFs, independent money managers, and individual securities.
Juliana E
Series 65
Riverview, FL
Seacrest Wealth Management, LLC
Juliana Evans is a financial advisor at Seacrest Wealth Management, LLC with six years at the firm and a total of eight years in the industry. She holds a Series 65 designation. Prior to joining Seacrest Wealth Management, she worked at SeaCrest Investment Management, LLC from 2014 to 2020. Seacrest Wealth Management is a multi-advisor SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a long-term investment approach using both fundamental and technical analysis and offers a range of services including wealth management, financial planning, and specialized divorce financial mediation.
Robert C
Series 63
Cumberland Foreside, ME
Seacrest Wealth Management, LLC
Robert Clark is a financial advisor with Seacrest Wealth Management, LLC, holding a Series 63 designation and bringing 54 years of industry experience. He has been with Seacrest Wealth Management since 2015. Seacrest Wealth Management is a multi-advisor SEC-registered firm that offers comprehensive wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a primarily long-term investment approach using both fundamental and technical analysis and manages approximately $1.56 billion in assets across about 1,700 clients.
Jason S
Series 63, Series 65, Series 66
Novato, CA
Seacrest Wealth Management, LLC
Jason Seale is a financial advisor at Seacrest Wealth Management, LLC with 36 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Seacrest Wealth Management in 2021, he worked at American Wealth Management, Inc. for nearly two decades. Seacrest Wealth Management is a multi-advisor SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a long-term investment approach using fundamental and technical analysis across a range of investment vehicles and offers services including wealth management, financial planning, and retirement plan advisory.
Jacqueline P
Series 63, Series 65
Purchase, NY
Seacrest Wealth Management, LLC
Jacqueline Prue is a financial advisor at Seacrest Wealth Management, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has been with Seacrest Wealth Management since 2015. Outside of her advisory role, she serves as a trustee for the financial affairs of her brother. Seacrest Wealth Management is a multi-advisor SEC-registered firm providing wealth management, portfolio management, financial planning, and retirement plan advisory services to a diverse client base that includes individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a primarily long-term investment approach utilizing fundamental and technical analysis and offers specialized services such as divorce financial mediation and consulting on variable annuities and employer-sponsored plans.
James D
CFP®, Series 63, Series 65
Parrottsville, TN
Seacrest Wealth Management, LLC
James Dickey is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Seacrest Wealth Management, LLC since 2014. He holds Series 63 and Series 65 licenses and also works as an independent insurance agent on a limited basis. Seacrest Wealth Management is a multi-advisor SEC-registered firm offering comprehensive wealth management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, and businesses. The firm employs a long-term investment approach utilizing fundamental and technical analysis across a broad range of investment vehicles.
Robert S
Series 63, Series 65
Rapid City, SD
Seacrest Wealth Management, LLC
Robert Sayler is a financial advisor at SeaCrest Wealth Management, LLC in Rapid City, SD, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purse Kaplan Sterling Investments, Inc. and SeaCrest Wealth Management since 2008. Sayler serves on the board of the YMCA of Rapid City, where he chairs the Shaping of Our Future Capital Campaign and participates in scholarship initiatives. SeaCrest Wealth Management is a multi-advisor SEC-registered firm providing wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a primarily long-term investment approach using fundamental and technical analysis across various asset classes and offers specialized services such as divorce financial mediation and consulting on variable annuities and employer-sponsored plans.
Francis L
Series 63, Series 65
Darien, CT
Seacrest Wealth Management, LLC
Francis Lawrance is a financial advisor at Seacrest Wealth Management, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments and Raymond James Financial Services Advisors Inc. His career includes overlapping roles at multiple firms from 2012 to the present. Seacrest Wealth Management is a multi-advisor SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm provides wealth management, financial planning, and retirement plan advisory services, employing a primarily long-term investment approach that combines fundamental and technical analysis across a range of investment vehicles.