Daniel
Moskow
Seacrest Wealth Management, LLC
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About this Advisor
Daniel Moskow is a financial advisor working out of Purchase, New York with a total of 5 years of industry experience. Moskow is on the advisory team at Seacrest Wealth Management, LLC. They have spent their complete employment at Seacrest Wealth Management, Llc. Moskow has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona. Seacrest Wealth Management, LLC is a business operating out of Purchase, NY. The investment advisory business has offices in 30 locations and a total of 51 advisors. It administers $1 billion in assets under management among its 4,125 customer accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm serves 12 charitable organizations. Of its 4,125 client accounts, just 11% are held by high-net-worth investors who have at least $1 million in assets available to invest. Seacrest Wealth Management, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees typically depend on which services are provided. However, fees charged by Seacrest Wealth Management, LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Seacrest Wealth Management, LLC Brokerage Details
$1,114,787,094
51
4,125
$270,251
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
Daniel Moskow Work History
Daniel has been registered as a financial advisor for 5 years.*
Seacrest Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Moskow 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
Palos Verdes Peninsula, CA
Purchase, NY
Purchase, NY
Louisville, KY
Louisville, KY
Wilton, CT
Purchase, NY
Purchase, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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