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Disclosure

Joanne Liakos is a Wealth Advisor of SeaCrest Wealth Management, LLC. SeaCrest Wealth Management, LLC (“SWM”) is a Registered Investment Advisor (“RIA”), located in the State of New York. SWM provides investment advisory and related services for clients nationally. SWM will maintain all applicable registration and licenses as required by the various states in which SWM conducts business, as applicable. SWM renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

Independent Custodian

Your money is held by an independent custodian, not the advisor firm.

Independent advisors use separate custodians. Charles Schwab is SeaCrests custodian. For investors,  this arrangement provides a reassuring system of checks and balances - your money is not held by the same entity who advises you about how to invest it. 

For questions or more information, please contact:

JOANNE LIAKOS

- WEALTH ADVISOR -

661 N. Tomahawk Trail

Vero Beach, FL 32963

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