Carlos Gabriel Mejia
Investment adviser representative at Seacrest Wealth Management, LLC
11 yearsExperience
2 statesRegistered in
$1.5BFirm assets
18 yearsFirm in business
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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
11 years in the industry.
- Purshe Kaplan Sterling InvestmentsJun 2015 to now
- Seacrest Wealth Management, LLCApr 2015 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
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
- 5011069
- Firm CRD
- 147092