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Dean B Livingston

Seacrest Wealth Management, LLC

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About Dean B Livingston

Dean Livingston is an investment advisor representative affiliated with Seacrest Wealth Management, LLC. Dean is registered to provide advisory services in South Carolina. Dean has more than 30 years of experience in the financial services industry. Previously, Dean worked at Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Dean specializes in providing financial planning, pension consulting, and selection of other advisors. Dean also provides portfolio management for individuals and businesses.

Firm Information

Dean Livingston 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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Dean Livingston’s Registration & Firm History

SC

01/01/2025 - Present

Seacrest Wealth Management, LLC (Greenville SC)

SC

06/01/2009 - 08/11/2009

MORGAN STANLEY SMITH BARNEY (GREENVILLE SC)

SC

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (GREENVILLE SC)

SC

08/14/1996 - 04/02/2007

MORGAN STANLEY DW INC. (GREENVILLE SC)

GA

03/25/1987 - 08/29/1996

THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)

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Licenses & Designations

IA

Issued 10/15/1991

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/10/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/27/1987

Series 3 - National Commodity Futures Examination

BC

Issued 03/21/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dean B Livingston.
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