Jeffrey A. Meyer
SEACREST WEALTH MANAGEMENT
Rapid City, SD 57701
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CRD#: 2682895
Professional summary
Jeffrey Allen Meyer, CFP®, who also goes by Jeff Meyer, Jefrey Allen Meyer, is a registered financial advisor currently at SEACREST WEALTH MANAGEMENT, LLC located in Rapid City, South Dakota and SEACREST INVESTMENT MANAGEMENT, LLC located in Rapid City, South Dakota.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Jeffrey has worked at 6 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff Meyer | Jefrey Allen Meyer
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.
1) SEACREST WEALTH MANAGEMENT, RIA: INVESTMENT RELATED, 219 Founders Drive, Suite 4, Rapid City, SD 57701 2) SEACREST INVESTMENT MANAGEMENT. INVESTMENT RELATED. 3010 WINCHESTER AVENUE, SUITE 307, PURCHASE, NY 10577. INVESTMENT ADVISORY. ADVISOR. 07/2017. 10 HRS/MO; ALL DURING TRADING HOURS. CONDUCT INVESTMENT REVIEW WITH CLIENTS TO VALIDATE THE CLIENTS' CURRENT INVESTMENT OBJECTIVES AND PREPARE RECOMMENDATIONS OF APPRROPIRATE INVESTMENT PRODUCTS. 3) Knights of Columbus, Council 1849. Not Investment Related. 1220 East Minnesota Street, Rapid City, SD 57701. Fraternal Organization. Grand Knight. 07/2017. 6 Hrs/Mo; 0 During Trading Hours. Appoint Chaplain, Membership Director, Program Director. Presides over Meetings. 4) Cheyenne River Youth Project. Not Investment Related. East Lincoln Street, Eagle Butte, SD 57625. Treasure. 04/2015. 1 Hr/Mo; 0 During Trading Hours. Approve Yearly Audit, Thank Donors, Enhance the Organizations Public Image. Assist in Budget Process and make sure Proper Financial Controls are in Place. 5)PKS Financial Services-Investment related-80 State St, Albany, NY 12207-Insurance Services-Agent-1/29/2019-15 hrs/mth-0 during trading hrs-Incorporate insurance products to provide clients a holistic financial plan. 6) Black Hills WM LLC. Investment Related. 219 Founders Park Drive, Suite 4, Rapid City, SD 57701. Business entity associated with Seacrest Wealth Management. Co-Managing Partner. Start 2/2021. 40hrs/mo, during trading hours. Investment Advisory Responsibilities. 7) Rotary Club of Rapid City Rushmore. Non-Investment Related. PO Box 8125 Rapid City SD, 57709. Charity/ Non-Profit. Board Member. 9/2025. 4. 2. Provide strategic oversight, support fundraising initiatives, and Promote membership growth, ensure fiscal responsibility. 8) South Dakota Children's Home Foundation Board of Directors. Non-Investment Related. 801 N Sycamore Avenue Sioux Falls SD, 57110. Charitable/ Non-Profit Organization. Board Member. 9/2025. 4. 2. Provide governance, strategic oversight, and fundraising support. Help manage resources responsibly; and promote community partnerships to advance the organization's mission.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Allen Meyer's 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®
CFP®
Start date: 2008
Experience
Current
April 8, 2011 - Present
SEACREST WEALTH MANAGEMENT, LLC
Office #1: 219 Founders Park Drive Suite 4, Rapid City, SD 57701RIA
CRD#: 147092
Rapid City, SD
Current
September 19, 2017 - Present
SEACREST INVESTMENT MANAGEMENT, LLC
Office #1: 219 Founders Park Drive Suite 4, Rapid City, SD 57701RIA
CRD#: 143670
Rapid City, SD
Current
June 6, 2008 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 219 Founders Park Drive Suite 4, Rapid City, SD 57701BD
CRD#: 35747
Rapid City, SD
Past
April 2, 2007 - June 12, 2008
MORGAN STANLEY & CO. LLC
RIA
CRD#: 8209
RAPID CITY, SD
Past
April 2, 2007 - June 12, 2008
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
RAPID CITY, SD
Past
November 21, 2002 - April 2, 2007
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
RAPID CITY, SD
Past
September 11, 2002 - April 2, 2007
MORGAN STANLEY DW INC.
BD
CRD#: 7556
RAPID CITY, SD
Past
June 19, 1997 - February 4, 1998
BNY MELLON SECURITIES CORPORATION
BD
CRD#: 231
NEW YORK, NY
Past
December 12, 1995 - January 10, 1997
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
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".
SW
SEACREST WEALTH MANAGEMENT, LLC
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(6/6/2008)
RR
California(6/6/2008)
RR
Colorado(6/6/2008)
RR
Florida(2/29/2012)
RR
Illinois(6/6/2008)
RR
Iowa(6/6/2008)
RR
Massachusetts(4/4/2022)
RR
Minnesota(6/6/2008)
RR
Nebraska(6/6/2008)
RR
New Mexico(2/28/2024)
RR
North Dakota(6/6/2008)
RR
South Dakota(6/6/2008)
IAR
South Dakota(4/8/2011)
RR
Texas(3/7/2024)
RR
Wyoming(6/6/2008)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SW
SEACREST WEALTH MANAGEMENT, LLC
SEACREST WEALTH MANAGEMENT, LLC
CRD#: 147092 / SEC#: 801-69141
RIA
Registered Investment Advisory firm - (5/12/2008 Approved)Upgrade to AdvisorCheck Premium
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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
51
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,945 |
| AUM (Assets Under Management) | $ 1,561,182,425 |
Red Flags
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Company Information
SEACREST WEALTH MANAGEMENT, LLC
CRD#: 147092Rapid City, SD 57701TRUST BUT VERIFY
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