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Daniel M
Series 63, Series 65
Scottsdale, AZ
Seacrest Wealth Management, LLC
Daniel Moskow is a financial advisor at Seacrest Wealth Management, LLC in Scottsdale, AZ, with 32 years of industry experience. He has held his current position at Seacrest Wealth Management since 2012. He holds the Series 63 and Series 65 designations. Seacrest Wealth Management is a multi-advisor SEC-registered investment adviser offering 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 fundamental and technical analysis across a range of investment vehicles and provides specialized services such as divorce financial mediation and consulting on variable annuities and employer-sponsored plans.
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