Andrew Quintois, financial advisor Oaks PA

Andrew Quintois

CRD Number: 6743940
Current Firm: Sei Investments Management Corp

Andrew Quintois (CRD# 6743940) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Sei Investments Distribution Company Oaks, PA Apr 2019 - Current 2
Sei Investments Management Corp. Oaks, PA Apr 2019 - Current 2
Usa Hockey Lancaster, PA Aug 2016 - Current 5
Securian Financial Services Inc. St. Paul, MN Aug 2018 - Mar 2019 < 1
Legacy Planning Partners Allentown, PA Aug 2018 - Mar 2019 < 1
Northwestern Mutual Wealth Management Company Milwaukee, WI Sep 2017 - Aug 2018 < 1
Northwestern Mutual Investment Services LLC Lancaster, PA Jun 2017 - Aug 2018 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Jan 2017 - Aug 2018 1
Sheetz Inc. Millersville, PA Dec 2016 - Apr 2017 < 1
Millersville University Dining Services Millersville, PA Oct 2015 - Dec 2016 1
Student Millersville, PA Aug 2012 - Dec 2016 4
Ars Premier Foods Burlington, NJ Dec 2015 - Aug 2016 < 1
Ocean View Car Wash Ocean View, NJ May 2015 - Aug 2015 < 1
Diamonds Liquor Store Sea Isle City, NJ May 2015 - Aug 2015 < 1
Millersville University Dining Services Millersville, PA Sep 2013 - Dec 2013 < 1
Student Wyncote, PA Sep 2008 - Aug 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2017
S65 NASAA Investment Advisors Law Examination Nov 2018
Contact Info for Andrew C. Quintois
Phone Number: 610-676-1000
Firm Website: http://www.seic.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    206,970
    MILLIONS
  • Total Number of Accounts
    54,743
    ACCOUNTS
  • Average Account Value
    $3,780,760
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, VI, VT, WA, WI, WV, WY

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