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Raymond Anthony Pruzinsky

Seacrest Wealth Management, LLC

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About Raymond Anthony Pruzinsky

Raymond Pruzinsky is an investment advisor representative at Seacrest Wealth Management, LLC. Raymond has over 30 years of experience in the financial services industry and is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Raymond is also a Registered Representative with Purshe Kaplan Sterling Investments, Inc. (PKS). Raymond specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Raymond has earned the Series 6, 7, 63, and 65 securities licenses. Raymond's professional experience includes previous positions at Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., Philips, Appel & Walden, Inc., Fittin, Cunningham & Lauzon, Inc., and First Investors Corporation.

Firm Information

Raymond Pruzinsky 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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Raymond Pruzinsky’s Registration & Firm History

NY

08/04/2021 - Present

Seacrest Wealth Management, LLC (PURCHASE NY)

CT

01/01/2008 - 10/20/2016

WELLS FARGO ADVISORS, LLC (WESTPORT CT)

CT

11/30/1987 - 01/03/2008

A. G. EDWARDS & SONS, INC. (WILTON CT)

NA

05/02/1983 - 12/08/1987

PHILIPS, APPEL & WALDEN, INC.

NA

07/02/1982 - 04/18/1983

FITTIN, CUNNINGHAM & LAUZON, INC.

NA

03/28/1981 - 11/16/1981

FIRST INVESTORS CORPORATION

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Licenses & Designations

IA

Issued 02/16/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/16/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/11/1981

Series 7 - General Securities Representative Examination

BC

Issued 03/26/1981

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Raymond Anthony Pruzinsky.
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