Brendan Mallon (CRD# 7855223) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sei Investments | Oaks, PA | Sep 2021 - Current | 2 |
| Unemployed | Lansdale, PA | May 2021 - Sep 2021 | < 1 |
| Fedex | West Chester, PA | Sep 2020 - May 2021 | < 1 |
| West Chester University | West Chester, PA | Jan 2018 - May 2021 | 3 |
| Barnabys | West Chester, PA | Oct 2019 - Mar 2020 | < 1 |
| Hughes Relocation Services | Lansdale, PA | Jun 2018 - Nov 2018 | < 1 |
| Blue Bell Inn | Blue Bell, PA | Jan 2016 - May 2018 | 2 |
| Penn State University At Abington | Abington, PA | Sep 2015 - Jan 2017 | 1 |
| North Penn High School | Lansdale, PA | Jan 2014 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- PA
-
Total Assets Under Management194,796MILLIONS
-
Total Number of Accounts93,301ACCOUNTS
-
Average Account Value$2,087,827
- 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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