Joshua Scheffey, financial advisor Oaks PA
93 score

Joshua Scheffey

CRD Number: 5496944
Current Firm: Sei Investments Management Corp

Joshua Scheffey (CRD# 5496944) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Sidco Oaks, PA Jun 2013 - Current 3
Sei Investment Management Co Oaks, PA May 2013 - Current 3
Sei Investments Company Oaks, PA May 2013 - Current 3
Wells Fargo Advisors LLC Philadelphia, PA Nov 2011 - May 2013 1
Wells Fargo Bank Na Philadephila, PA Sep 2011 - May 2013 1
Axa Advisors, LLC New York, NY Jan 2009 - Jul 2011 2
Unemployed Lititz, PA Oct 2008 - Dec 2008 < 1
Max & Erma's Restaurant Pittsburgh, PA May 2008 - Sep 2008 < 1
Aig Financial Advisors Pittsburgh, PA Feb 2008 - Aug 2008 < 1
The Gingerbread Man State College, PA Oct 2005 - Feb 2008 2
Penn State University State College, PA Sep 2003 - Dec 2007 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2013
S63 Uniform Securities State Law Examination Mar 2008
Contact Info for Joshua A. Scheffey
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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