Andrew Chipego, financial advisor Boston MA
90 score

Andrew Chipego

CRD Number: 6026121
Current Firm: Sei Investments Management Corp

Andrew Chipego (CRD# 6026121) is an Investment Advisor Representative working at Sei Investments Management Corp in Boston, MA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Sei Investments Management Corp Oaks, PA Jan 2012 - Current 4
Bank Of America Brookhaven, PA May 2010 - Jan 2012 1
The Filing Works Wayne, PA Jun 2009 - May 2010 < 1
Borders Group, Inc. Bryn Mawr, PA Jan 2008 - Jun 2009 1
Vanderbilt University Nashville, TN Aug 2004 - Dec 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2012
Contact Info for Andrew J. Chipego
Phone Number: 610-676-1000
Firm Website: http://www.seic.com
Registered State(s):
  • MA
  • NH
  • VT
  • PA
By the Numbers
  • Total Assets Under Management
    162,268
    MILLIONS
  • Total Number of Accounts
    28,327
    ACCOUNTS
  • Average Account Value
    $5,728,378
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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