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Charles Murray Dwight

Seacrest Wealth Management, LLC

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About Charles Murray Dwight

Charles Dwight is a financial advisor associated with Seacrest Wealth Management, LLC. Charles Dwight has been in the industry since November of 2012 and has a registration status of Approved in Maine. Charles Dwight's firm, Seacrest Wealth Management, LLC, is headquartered in Purchase, New York. The firm provides financial planning and portfolio management services for individuals, businesses, and institutions. They also specialize in providing pension consulting and selection of other advisors.

Firm Information

Charles Dwight is currently registered with Seacrest Wealth Management, LLC. Seacrest Wealth Management, LLC is an investment advisory firm based in PURCHASE, NY. The firm offers a range of services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and charitable organizations. They have over 1500 clients and manage over $1.5 billion in assets. The firm has a team of 42 investment adviser representatives and 16 registered representatives.
Seacrest Wealth Management, LLC

3000 WESTCHESTER AVENUE

PURCHASE, NY 10577

$1.56B

Assets Under Management

Not reported

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Dwight’s Registration & Firm History

ME

03/04/2013 - Present

Seacrest Wealth Management, LLC (KENNEBUNK ME)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Murray Dwight.
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