HH
HH

Heather Ann Hastey

15 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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

Loading...

Location

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

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Heather is involved with Back Bay Funding as a finder in mortgage lending, dedicating minimal time. She is also an independent insurance agent with ASH Brokerage Corporation, also dedicating minimal time.

Employment History
Current Registrations
Seacrest Wealth Management, LLC
January 2013 - Present · 13 yrs 1 mo
Previous Registrations
Wells Fargo Advisors, LLC
September 2010 - November 2012 · 2 yrs 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.