James Boylan, financial advisor Oaks PA
93 score

James Boylan

CRD Number: 4481414
Current Firm: Sei Investments Management Corp

James Boylan (CRD# 4481414) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Sei Investment Management Company Oaks, PA Jul 2007 - Current 9
Sei Investments Wayne, PA Nov 2001 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2003
S65 NASAA Investment Advisors Law Examination Jan 2008
Contact Info for James R. Boylan
Phone Number: 610-676-1000
Firm Website: http://www.seic.com
Registered State(s):
  • PA
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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