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Christopher C Nelson

Seacrest Wealth Management, LLC

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About Christopher C Nelson

Christopher C. Nelson is an Investment Advisor Representative at Seacrest Wealth Management, LLC. Christopher has been in the industry since February 2013. Christopher specializes in working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Christopher also serves as a Board Member for Palmer Square Capital BDC Inc. Christopher is registered with the state of Missouri and holds the Series 65 license.

Firm Information

Christopher Nelson 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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Christopher Nelson’s Registration & Firm History

NY

05/25/2018 - Present

Seacrest Wealth Management, LLC (PURCHASE NY)

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Licenses & Designations

IA

Issued 05/25/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher C Nelson.
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