Dean Livingston is a registered investment advisor at Seacrest Wealth Management, LLC, based in Greenville, SC, with 26 years of industry experience. Dean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,720 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SeaCrest Wealth Management's investment management fees are based on the value of your portfolio and are charged quarterly, in advance. The annual fee can be up to 2.00%, depending on the size and complexity of your account and the advisor providing the service. Fees may be negotiable. If you deposit or withdraw $10,000 or more during a quarter, the fee will be adjusted accordingly.
Location
1990 Augusta Street, Suite 202, Greenville, SC, 29605
Get directionsHistory
Regulatory History (17)
Customer Dispute
June 2011Customer Dispute
December 2010Customer Dispute
November 2010Customer Dispute
July 2010Customer Dispute
May 2010Customer Dispute
February 2010Customer Dispute
November 2009Customer Dispute
September 2009Customer Dispute
September 2009Customer Dispute
August 2009Customer Dispute
July 2009Employment Separation After Allegations
July 2009Customer Dispute
May 2009Customer Dispute
December 2008Customer Dispute
December 2008Customer Dispute
March 2008Customer Dispute
July 1997Employment History
Current Registrations
Seacrest Wealth Management, LLC
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.