Morgan Stanley
47yrs
Top advisor by experience in Purchase
47yrs
Susan Bock
Financial advisor at Seacrest Wealth Management
Susan Bock is a fiduciary financial advisor in Purchase, New York, with 47 years in the industry. Susan joined Seacrest Wealth Management in 2017, after 27 years at Merrill. Seacrest Wealth Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 800 advisors with offices in Purchase, and one of 755 fiduciaries.
At a glance
Experience47 years (since 1980)
How that compares ?Top advisor by experience at Seacrest Wealth Management
Office3000 Westchester Avenue Suite 206, Purchase, NY 10577
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.02 million
Advisors at the firm35
States licensed ?1 state
Services through Seacrest Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowSeacrest Wealth Management, LLCCurrent firm
- 1990 – 2017MerrillPreviously
Contact Susan
Local office(914) 502-1905Ask for Susan. (914) 502-1900Main office 3000 Westchester Avenue Suite 206Purchase, NY 10577Office · Get directions Firm websiteHTTP://WWW.SEACRESTWM.COM
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Questions to ask Susan
Tailored to Susan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Susan
How do I contact Susan?
Call Susan’s local office at (914) 502-1905 or the Seacrest Wealth Management main office at (914) 502-1900, and ask for Susan Bock.
How long has Susan been a financial advisor?
Susan has been in the industry since 1980, about 47 years. Top advisor by experience at Seacrest Wealth Management.
What licenses does Susan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Susan a fiduciary?
Susan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Susan paid?
Seacrest Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Susan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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