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Ronald R Lenihan

Seacrest Investment Management, LLC

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About Ronald R Lenihan

Ronald Lenihan is a financial advisor with over 30 years of experience in the industry. Ronald is a partner at Seacrest Investment Management, LLC, a firm that provides investment advisory services to a wide range of clients, including high-net-worth individuals, corporations, and insurance companies. Ronald has also been a partner at Seacrest Wealth Management, LLC since 2008, where he provides financial planning and wealth management services. Ronald is licensed to provide advisory services in New York, Michigan, Texas, and Oregon. Ronald holds the Series 7, 8, 3, 63, and 65 licenses.

Firm Information

Ronald Lenihan is currently registered with Seacrest Investment Management, LLC. Seacrest Investment Management, LLC is an investment advisor located in PURCHASE, NY with approximately $104,837,788 in regulatory assets under management. The firm provides investment advisory services to individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. The firm also provides portfolio management for businesses.
Seacrest Investment Management, LLC

3000 WESTCHESTER AVENUE

PURCHASE, NY 10577-2524

$104.84M

Assets Under Management

Not reported

Total Clients

3

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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percentage of assets

A percentage of the total value of assets under management is charged.

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Ronald Lenihan’s Registration & Firm History

NY

05/05/2011 - Present

Seacrest Investment Management, LLC (PURCHASE NY)

NY

01/17/1989 - 09/02/2005

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

NA

05/21/1987 - 01/20/1989

BEAR, STEARNS & CO. INC.

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Licenses & Designations

IA

Issued 05/16/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/09/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/03/1989

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/12/1990

Series 3 - National Commodity Futures Examination

BC

Issued 05/16/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ronald R Lenihan.
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