Donald W. Hubbs

SEACREST WEALTH MANAGEMENT

KANSAS CITY, MO 64157

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CRD#: 2522880

Professional summary

Donald Wayne Hubbs, who also goes by Don Hubbs, is a registered financial advisor currently at SEACREST WEALTH MANAGEMENT, LLC located in Kansas City, Missouri.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Donald has worked at 13 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Don Hubbs

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Wayne Hubbs's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 7, 2012 - Present

SEACREST WEALTH MANAGEMENT, LLC

Office #1: 8501 Ne 89th Place, Kansas City, MO 64157

RIA

CRD#: 147092

KANSAS CITY, MO

Past

May 30, 2007 - May 15, 2009

LPL FINANCIAL LLC

RIA

CRD#: 6413

KANSAS CITY, MO

Past

May 29, 2007 - May 15, 2009

LPL FINANCIAL LLC

CRD#: 6413

KANSAS CITY, MO

Past

February 14, 2007 - February 27, 2007

M&I INVESTMENT MANAGEMENT CORP.

RIA

CRD#: 109802

MILWAUKEE, WI

Past

June 1, 2006 - February 27, 2007

M&I FINANCIAL ADVISORS, INC

CRD#: 16517

LEAWOOD, KS

Past

April 19, 2001 - June 1, 2006

GOLD CAPITAL MANAGEMENT INC.

CRD#: 7036

LEAWOOD, KS

Past

October 14, 1998 - April 19, 2001

MIDWEST CAPITAL MANAGEMENT INC.

CRD#: 39880

OVERLAND PARK, KS

Past

July 7, 1997 - November 4, 1998

UMB FINANCIAL SERVICES, INC.

CRD#: 17073

KANSAS CITY, MO

Past

April 4, 1996 - July 15, 1997

INVEST FINANCIAL CORPORATION

CRD#: 12984

APPLETON, WI

Past

April 24, 1995 - May 1, 1995

MAIN STREET MANAGEMENT COMPANY

CRD#: 547

BOSTON, MA

Past

April 20, 1995 - April 15, 1996

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

April 20, 1995 - April 15, 1996

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

August 29, 1994 - April 19, 1995

VSR FINANCIAL SERVICES, INC.

CRD#: 14503

OVERLAND PARK, KS

Past

August 12, 1994 - August 30, 1994

INVESTACORP, INC.

CRD#: 7684

MIAMI, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SEACREST WEALTH MANAGEMENT, LLC

CRD#: 147092 / SEC#: 801-69141

RIA

Registered Investment Advisory firm - (5/12/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Missouri
(9/7/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/14/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/10/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/11/1994

General Securities Representative Examination

Current Firm

SEACREST WEALTH MANAGEMENT, LLC

CRD#: 147092 / SEC#: 801-69141

RIA

Registered Investment Advisory firm - (5/12/2008 Approved)

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Contact information

Main Address

3000 Westchester Avenue Suite 206, Purchase, NY 10577

Mailing Address

Phone number

(914) 502-1900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SEACREST WEALTH MANAGEMENT, LLC DISCLOSURE BROCHURE (10/23/2025)

Regulatory assets under management

Total Number of Accounts	3,945
AUM (Assets Under Management)	$ 1,561,182,425

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Donald W. Hubbs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Wayne Hubbs's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

M&I INVESTMENT MANAGEMENT CORP.

M&I FINANCIAL ADVISORS, INC

GOLD CAPITAL MANAGEMENT INC.

MIDWEST CAPITAL MANAGEMENT INC.

UMB FINANCIAL SERVICES, INC.

INVEST FINANCIAL CORPORATION

MAIN STREET MANAGEMENT COMPANY

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

VSR FINANCIAL SERVICES, INC.

INVESTACORP, INC.

Primary Firm SEC Registration

SEACREST WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/14/2012

Series 63

Date: 8/10/1994

Series 7

Date: 8/11/1994

Current Firm

SEACREST WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SEACREST WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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