Jacqueline Prue

Seacrest Wealth Management, LLC

7 Years of Experience

2 Disclosures

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Seacrest Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

37 advisors

Number of Clients

1,720 clients

Average Client Portfolio

$908K average

Assets Under Management

$1.6B

Fee Structure

Location

3000 Westchester Avenue, Suite 206, Purchase, NY, 10577

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

January 2012

Settled

Judgment / Lien

May 2011

View Full SEC Report How to Read Disclosures

Other Business Activities

Jacqueline acts as a trustee for her brother's financial affairs since 1998, dedicating minimal time to paying bills. This activity is not investment-related and she receives no compensation.

Employment History

Current Registrations

Seacrest Wealth Management, LLC

February 2024 - Present · 2 yrs

Previous Registrations

Clark Dodge & CO. INC.

November 2012 - August 2013 · 9 mos

Invest Financial Corporation

December 2008 - April 2012 · 3 yrs 4 mos

UBS Financial Services INC.

September 2002 - July 2004 · 1 yr 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.