SeaCrest Wealth Management
Edward M. Sullivan is the Managing Partner at SeaCrest Wealth Management, a firm established in 2008 to support financial advisers in transitioning to the independent Registered Investment Advisory (RIA) sector. With extensive experience at Morgan Stanley, Edward served as a Managing Director and Executive Vice President in the Global Wealth Management Group, overseeing various divisions including Individual Investor Equity Capital Markets and Alternative Investments, and catering to the needs of high net worth investors. Edward M. Sullivan holds a degree from Providence College.
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SeaCrest Wealth Management
SeaCrest Wealth Management is a national, SEC-regulated Registered Investment Advisor, providing an independent platform for professional advisors. Headquartered in Purchase, NY, SeaCrest Wealth Management has a presence in 14 locations, and is looking to add offices throughout the United States. Our role is to partner with successful advisors to build the business that they have always envisioned. We assist in building a business that reflects an advisor’s core beliefs and those of their clients. At SeaCrest, we make sure that a transition to independence goes smoothly to eliminate surprises that might occur when moving an advisor’s most important assets: their clients. SeaCrest Wealth Advisors experience the feel of independence while partnering their business with ours. When you join SeaCrest, you receive a high payout and the ability to earn equity in our growing company. Utilizing Schwab Advisory Services as our primary platform, we provide a strong compliance environment to satisfy our regulatory requirements. SeaCrest Wealth Management was recognized by Forbes Magazine as one of the fastest growing advisory business in the country. For more information about SeaCrest Wealth Management, or if you are interested in joining as an advisor, please visit our website at www.seacrestwm.com