Wayne Ray Wong
Investment adviser representative at Seacrest Wealth Management, LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Purshe Kaplan Sterling InvestmentsJun 2022 to now
- Seacrest Wealth Management, LLCMay 2022 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to May 2022
- Morgan Stanley Smith BarneyAug 2010 to May 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (CA).
Seacrest Wealth Management, LLC
$1.5BAssets managed
1,498Clients
35Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3090301
- Firm CRD
- 147092