David KantrowitzCRD Number: 5999024
Current Firm: Sei Investments Management Corp
David Kantrowitz (CRD# 5999024) 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.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Sei Investments Distribution Co||Oaks, PA||Jul 2013 - Current||3|
|Sei Investments Management Corp||Oaks, PA||Jul 2013 - Current||3|
|Axa Advisors LLC||New York, NY||Mar 2012 - Jun 2013||1|
|Self Employed||Malvern, PA||Aug 2011 - Aug 2012||1|
|Gettysburg College||Gettsburg, PA||Aug 2007 - May 2011||3|
|Kantrowitz & Phillippi||Philadelphia, PA||May 2010 - Aug 2010||< 1|
|Merion Matters||King Of Prussia, PA||May 2009 - Aug 2009||< 1|
|Political Campaign||Ardmore, PA||May 2008 - Aug 2008||< 1|
|Congressional District Office||Exton, PA||Oct 2007 - May 2008||< 1|
|Wche 1520||West Chester, PA||May 2007 - Aug 2007||< 1|
|Great Valley High School||Malvern, PA||Aug 2003 - Jun 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2012|
|S65||NASAA Investment Advisors Law Examination||Aug 2012|
Total Assets Under Management162,268MILLIONS
Total Number of Accounts28,327ACCOUNTS
Average Account Value$5,728,378
- 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, VT, WA, WI, WV
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