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Raymond P
Series 63, Series 65
Purchase, NY
SeaCrest Wealth Management, LLC
Raymond Pruzinsky is an investment advisor representative with SeaCrest Wealth Management, LLC, holding Series 63 and Series 65 credentials and possessing 44 years of industry experience. He has worked at SeaCrest Wealth Management since 2016 and previously held positions at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. In addition to his advisory roles, he is also licensed to provide non-variable insurance policies to clients. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management using a customized, long-term approach that incorporates both fundamental and technical analysis.
Benjamin B
Series 66
Medford, OR
SeaCrest Wealth Management, LLC
Benjamin Brainard is a financial advisor with SeaCrest Wealth Management, LLC in Medford, OR. He holds a Series 66 designation and has 25 years of industry experience. He has worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and SeaCrest Wealth Management since 2009. Outside of finance, he owns and operates a greenhouse farm and organizes cycling events through an event promotion business. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management services using a long-term approach that combines fundamental and technical analysis and incorporates artificial intelligence tools.
Carter H
Series 65
Rapid City, SD
SeaCrest Wealth Management, LLC
Carter Howell is a financial advisor with SeaCrest Wealth Management, LLC, holding a Series 65 designation and currently based in Rapid City, SD. He has one year of industry experience and prior work experience includes positions with the Atlanta Braves and San Francisco Giants. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses with comprehensive financial planning and investment management services. The firm employs a customized, long-term investment strategy that integrates fundamental and technical analysis and utilizes artificial intelligence tools to support decision-making.
Jeffrey M
CFP®, CFA®, Series 63, Series 65, Series 66
Rapid City, SD
SeaCrest Wealth Management, LLC
Jeffrey Meyer is a financial advisor at SeaCrest Wealth Management, LLC in Rapid City, SD, holding CFP® and CFA® designations with 25 years of industry experience. He has been with SeaCrest Investment Management and Seacrest Wealth Management since 2008. Meyer is actively involved in community organizations, serving as Grand Knight for the Knights of Columbus Council 1849 and participating on several nonprofit boards including the Cheyenne River Youth Project and the South Dakota Children’s Home Foundation. SeaCrest Wealth Management is a multi-advisor firm managing approximately $1.53 billion, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that integrates fundamental and technical analysis, utilizing both traditional and alternative investments along with artificial intelligence tools for decision support.
Charles D
CFA®
Kennebunk, ME
SeaCrest Wealth Management, LLC
Charles Dwight is a CFA® charterholder with 13 years of industry experience. He is currently affiliated with SeaCrest Wealth Management, LLC and also spends approximately half of his time as an investment advisor representative at the Ontario Securities Commission. 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 that integrates fundamental and technical analysis and uses both internally developed and third-party artificial intelligence tools to support decision-making.
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 a Series 66 designation and has previously worked at J.P. Morgan Securities, First Republic Investment Management, Bank of America, Merrill, and Wells Fargo Clearing. Outside of her advisory role, she is a partner in OTOMI TTO, LLC, a real estate business involved in property updates and rental planning. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management using a customized, long-term approach that integrates fundamental and technical analysis, supported by artificial intelligence tools and human oversight.
Ruben C
CFP®, Series 66
Long Beach, CA
SeaCrest Wealth Management, LLC
Ruben Cisneros is a CFP® professional with 24 years of industry experience. He has been with SeaCrest Wealth Management, LLC since 2020 and previously worked at Bank of America N.A. and Merrill for a combined 19 years. 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 incorporating fundamental and technical analysis, AI decision-support tools, and a range of investment vehicles including mutual funds, ETFs, and alternatives.
Juliana E
Series 65
Freeport, FL
SeaCrest Wealth Management, LLC
Juliana Evans is a financial advisor at SeaCrest Wealth Management, LLC with two years of industry experience. She holds a Series 65 designation and has been with SeaCrest since 2020, previously working at SeaCrest Investment Management, LLC from 2014 to 2020. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that combines fundamental and technical analysis, utilizing a range of investment vehicles and artificial-intelligence tools with human review.
Robert C
Series 63
Cumberland Foreside, ME
SeaCrest Wealth Management, LLC
Robert Clark is a financial advisor at SeaCrest Wealth Management, LLC with 54 years of industry experience. He holds a Series 63 designation and has been with SeaCrest since 2015. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management using a long-term, customized approach that incorporates fundamental and technical analysis, with an emphasis on both discretionary and non-discretionary strategies.
Jason S
Series 63, Series 65, Series 66
Novato, CA
SeaCrest Wealth Management, LLC
Jason Seale III is a financial advisor with SeaCrest Wealth Management, LLC in Novato, California. He holds Series 63, 65, and 66 licenses and has 37 years of industry experience. He previously worked at American Wealth Management, Inc. from 2002 to 2021 before joining SeaCrest Wealth Management in 2021. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management with a customized, long-term approach that integrates fundamental and technical analysis and uses both internal and third-party artificial intelligence tools.
Jacqueline P
Series 63, Series 65
Purchase, NY
SeaCrest Wealth Management, LLC
Jacqueline Prue is a financial advisor with SeaCrest Wealth Management, LLC, holding Series 63 and Series 65 licenses and having eight years of industry experience. She has worked at SeaCrest since 2015. Outside of her advisory role, she serves as a trustee managing the financial affairs for a family member without compensation. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that incorporates both fundamental and technical analysis and utilizes artificial-intelligence tools alongside human oversight.
James D
CFP®, Series 63, Series 65
Parrottsville, TN
SeaCrest Wealth Management, LLC
James Dickey is a CFP® certificant with 17 years of industry experience, currently serving as a financial advisor at SeaCrest Wealth Management, LLC since 2014. He also works as an independent insurance agent on a limited basis. 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 using fundamental and technical analysis, incorporating a range of investment vehicles and artificial intelligence tools alongside human oversight.
Ronald L
Series 63, Series 65
Troy, MI
SeaCrest Wealth Management, LLC
Ronald Lenihan is a financial advisor with SeaCrest Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been associated with Purshe Kaplan Sterling Investments, SeaCrest Wealth Management, and SeaCrest Investment Management since 2006. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that incorporates fundamental and technical analysis and uses both internally developed and third-party artificial intelligence tools as decision support.
Robert S
Series 63, Series 65
Rapid City, SD
SeaCrest Wealth Management, LLC
Robert Sayler is a financial advisor at SeaCrest Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Purse Kaplan Sterling Investments since 2008. Sayler serves on the board of the YMCA of Rapid City, where he chairs their capital campaign for expanding childcare and wellness facilities and participates in scholarship efforts. SeaCrest Wealth Management is a multi-advisor firm that provides comprehensive financial planning and investment management to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach incorporating fundamental and technical analysis and utilizes artificial-intelligence tools to support decision-making.
Howard S
Series 63, Series 65
Redding, CT
SeaCrest Wealth Management, LLC
Howard Schloss is a financial advisor at SeaCrest Wealth Management, LLC with 7 years of industry experience. He holds the Series 63 and Series 65 designations. Schloss has been affiliated with SeaCrest Investment Management, LLC since 2011 and joined SeaCrest Wealth Management in 2026. SeaCrest Wealth Management is a multi-advisor SEC-registered 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, utilizing both proprietary and third-party artificial intelligence tools to support decision-making.
Francis L
Series 63, Series 65
Darien, CT
SeaCrest Wealth Management, LLC
Francis Lawrance Jr. is a financial advisor with SeaCrest Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Raymond James Financial Services Advisors. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm that serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach utilizing fundamental and technical analysis, AI-supported decision tools, and offers a range of financial planning and investment management services.
Orlando R
Series 63, Series 66
Durham, NC
SeaCrest Wealth Management, LLC
Orlando Rosario is a financial advisor with SeaCrest Wealth Management, LLC in Durham, NC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Advised Assets Groups, LLC. SeaCrest Wealth Management is an SEC-registered multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that combines fundamental and technical analysis and incorporates both internal and third-party AI tools as decision support.
James Y
Series 63, Series 66
Greenville, SC
SeaCrest Wealth Management, LLC
James Yarbrough Jr. is a financial advisor at SeaCrest Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Idle Hill Advisors LLC and Stonebridge Wealth Management, Ltd. 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 that combines fundamental and technical analysis and uses both internal and third-party artificial intelligence tools to support decision-making.
Tony S
Series 63, Series 65
Purchase, NY
SeaCrest Wealth Management, LLC
Tony Saemai is a financial advisor with SeaCrest Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been associated with Purshe Kaplan Sterling Investments and SeaCrest Wealth Management since 2013. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management services, managing approximately $1.53 billion and employing a customized, long-term investment approach that combines fundamental and technical analysis with AI-supported decision-making.
Susan B
Series 63, Series 65
Purchase, NY
SeaCrest Wealth Management, LLC
Susan Bock is an investment advisor representative with SeaCrest Wealth Management, LLC and a registered representative with Purshe Kaplan Sterling Investments, Inc. She holds Series 63 and Series 65 credentials and has 49 years of industry experience. Her prior roles include positions at Merrill and Bank of America. 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 that incorporates both fundamental and technical analysis and utilizes artificial-intelligence tools alongside human oversight.
Edward S
Series 63, Series 65
Purchase, NY
SeaCrest Wealth Management, LLC
Edward Sullivan is an investment advisor representative at SeaCrest Wealth Management, LLC with 46 years of industry experience. He has been with SeaCrest and Purshe Kaplan Sterling Investments since 2008. Outside of his advisory work, he serves as chairman of the investment committee and is a member of the athletic committee at Providence College. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that incorporates fundamental and technical analysis and utilizes both proprietary and third-party artificial intelligence tools to support decision-making.
Daniel M
Series 63, Series 65
Scottsdale, AZ
SeaCrest Wealth Management, LLC
Daniel Moskow is a financial advisor at SeaCrest Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SeaCrest since 2012. SeaCrest Wealth Management is a multi-advisor SEC-registered firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach incorporating fundamental and technical analysis and uses both human review and artificial-intelligence tools to support investment decisions.
Lee N
Series 63, Series 65
Lake Bluff, IL
SeaCrest Wealth Management, LLC
Lee Nysted is a financial advisor with SeaCrest Wealth Management, LLC in Lake Bluff, IL, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with SeaCrest Wealth Management since 2015. Outside of finance, he operates an online music sales business. 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 utilizes both proprietary and third-party AI tools to support decision-making.
Joanne H
Series 63, Series 65
Vero Beach, FL
SeaCrest Wealth Management, LLC
Joanne Hackenburg is an investment advisor representative with SeaCrest Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. She has been associated with both SeaCrest Wealth Management and Purshe Kaplan Sterling Investments since 2009. Approximately 90 percent of her time is dedicated to investment advisory services. SeaCrest Wealth Management is a multi-advisor wealth management firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management through a customized, long-term approach that incorporates fundamental and technical analysis alongside various investment vehicles.
Dean L
Series 63, Series 65
Greenville, SC
SeaCrest Wealth Management, LLC
Dean Livingston Jr. is a financial advisor with SeaCrest Wealth Management, LLC in Greenville, SC, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with SeaCrest Wealth Management since 2009. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that combines fundamental and technical analysis and incorporates tools such as artificial intelligence to support decision-making.
Mark F
Series 63, Series 65
Medford, OR
SeaCrest Wealth Management, LLC
Mark Fadling is a financial advisor at SeaCrest Wealth Management, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SeaCrest and Purshe Kaplan Sterling since 2009. SeaCrest Wealth Management is an SEC-registered multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that combines fundamental and technical analysis and utilizes both internal and third-party artificial intelligence tools.
Kenneth M
Series 63, Series 65
Kissimmee, FL
SeaCrest Wealth Management, LLC
Kenneth Metviner is a financial advisor at SeaCrest Wealth Management, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SeaCrest since 2012. 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 that integrates fundamental and technical analysis and uses artificial-intelligence tools alongside human review.
Jeanne M
Series 63, Series 66
Medford, OR
SeaCrest Wealth Management, LLC
Jeanne McVeigh is an investment advisor representative with SeaCrest Wealth Management, LLC, holding Series 63 and Series 66 licenses and over 21 years of industry experience. She has worked with SeaCrest Wealth Management and Purshe Kaplan Sterling Investments since 2009. Outside of her advisory role, she has worked seasonally as a sales associate at Kohl's in Medford, OR. SeaCrest Wealth Management is an SEC-registered multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management using a customized, long-term approach that incorporates both fundamental and technical analysis and employs AI tools for decision support.
Michael D
Series 63, Series 65
Purchase, NY
SeaCrest Wealth Management, LLC
Michael Dowd is a financial advisor at SeaCrest Wealth Management, LLC, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SeaCrest since 2016. He also has experience as an independent insurance agent. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm that serves individuals, including high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm takes a customized, long-term investment approach using fundamental and technical analysis and incorporates artificial intelligence tools to support decision-making.
Heather H
Series 66
Newport Beach, CA
SeaCrest Wealth Management, LLC
Heather Hastey is a financial advisor at SeaCrest Wealth Management, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked at SeaCrest since 2012. Outside of advising, she is involved in mortgage lending and works as an independent insurance agent on a limited basis. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management, employing a customized, long-term approach that incorporates both fundamental and technical analysis alongside artificial intelligence tools.
Carlos M
Series 63, Series 66
Purchase, NY
SeaCrest Wealth Management, LLC
Carlos Mejia is an investment advisor representative with SeaCrest Wealth Management, LLC, where he has worked for 11 years. He holds Series 63 and Series 66 credentials and has 21 years of industry experience. Prior to joining SeaCrest, he was affiliated with Purshe Kaplan Sterling Investments, where he also serves as a registered representative. 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 integrating fundamental and technical analysis, utilizing a range of investment vehicles and proprietary artificial-intelligence decision-support tools.
Stephen T
Series 63, Series 65
Rolling Hills Estates, CA
SeaCrest Wealth Management, LLC
Stephen Tu is a financial advisor at SeaCrest Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, Bank of America, and Merrill. He also serves as a mortgage financing referral partner. 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 incorporates AI tools for decision support.
Jason J
Series 63, Series 65
San Francisco, CA
SeaCrest Wealth Management, LLC
Jason Jeung is a financial advisor at SeaCrest Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SeaCrest since 2019, following six years at Occidental Asset Management, LLC. SeaCrest Wealth Management is an SEC-registered multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that incorporates fundamental and technical analysis and uses both internal and third-party AI tools to support decision-making.
Wayne W
CFP®, Series 63, Series 65
San Francisco, CA
SeaCrest Wealth Management, LLC
Wayne Wong is a financial advisor at SeaCrest Wealth Management, LLC in San Francisco, CA, with 27 years of industry experience. He holds the CFP® designation and has previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, he is involved in the sales of fixed and traditional insurance products. 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 incorporating fundamental and technical analysis, leveraging both internal and third-party AI tools to support decision-making.
Erik M
Series 65
Purchase, NY
SeaCrest Wealth Management, LLC
Erik Metviner is a financial advisor at SeaCrest Wealth Management, LLC, holding a Series 65 credential with 13 years of industry experience. He has been with SeaCrest Wealth Management since 2013. 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 utilizes both internal and third-party artificial-intelligence tools in decision-making.
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