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Heather Ann Hastey

Seacrest Wealth Management, LLC

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About Heather Ann Hastey

Heather Ann Hastey is a Registered Representative with Seacrest Wealth Management, LLC. She has been in the financial services industry since 2010 and has a Series 7 and Series 66 license. Heather is a dedicated professional with extensive experience in financial planning and portfolio management for individuals, businesses, and charitable organizations. Her passion for helping clients achieve their financial goals drives her commitment to providing personalized and comprehensive advice. She is also a registered investment advisor representative in California.

Firm Information

Heather Hastey 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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Heather Hastey’s Registration & Firm History

NY

01/10/2013 - Present

Seacrest Wealth Management, LLC (PURCHASE NY)

CA

07/26/2010 - 11/28/2012

WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 09/17/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/23/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Heather Ann Hastey.
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