Eric DunnCRD Number: 6384541
Current Firm: Sei Investments Management Corp
Eric Dunn (CRD# 6384541) is an Investment Advisor Representative working at Sei Investments Management Corp in Atlanta, GA and has over 5 years of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
|Sei Investments Management Corp||Oaks, PA||Jul 2016 - Current||5|
|Sei Private Trust Company||Oaks, PA||Aug 2015 - Jul 2016||< 1|
|Vanguard (contractor)||Malvern, PA||Aug 2014 - Aug 2015||1|
|West Virginia University||Morgantown, WV||Jun 2010 - Jun 2014||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2016|
Total Assets Under Management206,970MILLIONS
Total Number of Accounts54,743ACCOUNTS
Average Account Value$3,780,760
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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