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Jeanne Louise McVeigh

Seacrest Wealth Management, LLC

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About Jeanne Louise McVeigh

Jeanne McVeigh is a Registered Representative and Investment Advisor Representative with Seacrest Wealth Management, LLC, where Jeanne has been employed since March 2009. Jeanne is also a Registered Representative with Purshe Kaplan Sterling Investments, where Jeanne has been employed since March 2009. Jeanne focuses on portfolio management for individuals and businesses and provides financial planning services. Jeanne has worked in the industry since June 10, 2005.

Firm Information

Jeanne McVeigh 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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Jeanne McVeigh’s Registration & Firm History

OR

06/07/2024 - Present

Seacrest Wealth Management, LLC (MEDFORD OR)

OR

05/30/2008 - 04/02/2009

MORGAN STANLEY & CO. INCORPORATED (MEDFORD OR)

NY

05/30/1996 - 05/18/1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 05/18/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/27/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/29/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeanne Louise McVeigh.
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