Charles
Dwight
Seacrest Wealth Management, LLC
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About this Advisor
Charles Dwight is a financial advisor based in Kennebunk, Maine, working with Seacrest Wealth Management, LLC. Charles has previously held positions at Seacrest Wealth Management, LLC and the Ontario Securities Commission. Charles is registered to provide services in Maine. Currently, Charles is part of Seacrest Wealth Management, LLC, which operates out of Kennebunk, Maine. The firm has 26 offices and 51 employees. The firm manages assets totaling $1.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Seacrest Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Seacrest Wealth Management, LLC Brokerage Details
$1,282,887,383
51
3,836
$334,434
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Charles Dwight Work History
Ontario Securities Commission
Seacrest Wealth Management, LLC
Disclosures
Please visit the SEC profile of Charles Dwight to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Seacrest Wealth Management, LLC
Purchase, NY
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Palos Verdes Peninsula, CA
Purchase, NY
Purchase, NY
Purchase, NY
Purchase, NY
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