TrueAdvisor
TrueAdvisor
HS
HS

Howard Alan Schloss

Seacrest Investment Management, LLC
6 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Seacrest Investment Management, LLC
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
23 clients
Average Client Portfolio
$4.5M average
Assets Under Management
$103.6M

Fee Structure

Financial Planning:Investment management only

Location

3000 Westchester Avenue, Suite 206, Purchase, NY, 10577-2524

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Seacrest Investment Management, LLC
May 2019 - Present · 6 yrs 9 mos
State Registrations2 states
CTNY
Advisor
Exams
No exam information available for this advisor.