Juliana Surcalo Evans
Investment adviser representative at Seacrest Wealth Management, LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Seacrest Wealth Management, LLCJan 2020 to now
- Seacrest Investment Management, LLCDec 2014 to Jan 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5809425
- Firm CRD
- 147092