Unclaimed
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.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
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.
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
Active
Inactive
F
FINRA
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