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AM

Amy L. Mclandress

SEACREST WEALTH MANAGEMENT
Some features on this profile are disabled
CRD#: 2640527
AM

Professional summary

Amy Lynne Mclandress, CIMA® is a registered financial advisor currently at SEACREST WEALTH MANAGEMENT, LLC and PRIVATE WEALTH CONSULTING, LLC located in Beverly Hills, Michigan.

Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Amy has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Amy Lynne Mclandress'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®
CIMA®

Certified Investment Management Analyst

Experience

Current

October 2, 2014 - Present

SEACREST WEALTH MANAGEMENT, LLC

RIA
CRD#: 147092
Current

March 20, 2026 - Present

PRIVATE WEALTH CONSULTING, LLC

RIA
CRD#: 336590
Beverly Hills, MI
Past

July 10, 2001 - June 23, 2004

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410
HARTFORD, CT
Past

June 17, 1998 - November 18, 1999

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ST. PETERSBURG, FL
Past

May 11, 1998 - September 25, 1999

RONEY & CO.

BD
CRD#: 45091
DETROIT, MI
Past

August 29, 1995 - May 11, 1998

RONEY & CO. L.L.C.

BD
CRD#: 900
DETROIT, MI

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
Michigan
(10/2/2014)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/30/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/9/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 8/28/1995
General Securities Representative Examination

Current Firm

PW
PRIVATE WEALTH CONSULTING, LLC
PRIVATE WEALTH CONSULTING, LLC

CRD#: 336590 / SEC#: 801-135001

RIA
Registered Investment Advisory firm - (1/7/2026 120-Day Approval)
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Contact information

Main Address
Kansas City, MO
Mailing Address
Phone number
(816) 888-9888
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (11/20/2025)
0

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.

Company Information

PRIVATE WEALTH CONSULTING, LLC

CRD#: 336590

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