Joshua ScheffeyCRD 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 9 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|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|
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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