Michael Begley, financial advisor Longmeadow MA
93 score

Michael Begley

CRD Number: 4482668
Current Firm: Sei Investments Management Corp

Michael Begley (CRD# 4482668) is an Investment Advisor Representative working at Sei Investments Management Corp in Longmeadow, MA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Sei Investments Management Corp Oaks, PA Sep 2015 - Current 1
Sei Investments Distribution Co Oaks, PA Sep 2015 - Current 1
Curian Clearing LLC Denver, CO Mar 2012 - Sep 2015 3
Curian Capital, LLC Denver, CO Mar 2012 - Sep 2015 3
State Life Insurance Company Saint Louis, MO Aug 2010 - Mar 2012 1
Oneamerica Securities Saint Louis, MO Mar 2010 - Mar 2012 2
American United Life Saint Louis, MO Mar 2010 - Aug 2010 < 1
Unemployed South Boston, MA Mar 2009 - Feb 2010 < 1
Aig Sunamerica Woodland Hills, CA Oct 2007 - Feb 2009 1
Aig Sunamerica Capital Services, Inc. Woodland Hills, CA Oct 2007 - Feb 2009 1
John Hancock Distributors LLC Boston, MA Jul 2004 - Oct 2007 3
John Hancock St. Louis, MO May 2004 - Oct 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2002
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Michael J. Begley
Phone Number: 610-676-1000
Firm Website: http://www.seic.com
Registered State(s):
  • CT
  • ME
  • MA
  • NH
  • NJ
  • PA
  • RI
  • VT
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
93
Clean Record
This advisor has a clean track record with regulators.

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