Brendan Ercole, financial advisor Dallas TX
88 score

Brendan Ercole

CRD Number: 6391100
Current Firm: Sei Investments Management Corp

Brendan Ercole (CRD# 6391100) is an Investment Advisor Representative working at Sei Investments Management Corp in Dallas, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Sei Investments Management Corp Oaks, PA May 2016 - Current < 1
Sei Investments Management Corp Oaks, PA Aug 2014 - May 2016 1
Sei Investments Oaks, PA Jul 2011 - Jul 2014 3
Wegmans Food Markets Rochester, NY Jun 2004 - May 2011 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2014
Contact Info for Brendan C. Ercole
Phone Number: 610-676-1000
Firm Website: http://www.seic.com
Registered State(s):
  • OK
  • PA
  • TX
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
88
Clean Record
This advisor has a clean track record with regulators.

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