Karen McLaughlin, financial advisor Oaks PA

Karen McLaughlin

CRD Number: 4279556
Current Firm: Sei Investments Management Corp

Karen McLaughlin (CRD# 4279556) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Sei Oaks, PA Feb 2013 - Current 7
Nuveen Asset Management, LLC Chicago, IL Sep 2011 - Nov 2012 1
Nuveen Investments Chicago, IL Nov 2007 - Nov 2012 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2006
Contact Info for Karen L. McLaughlin
Phone Number: 610-676-1000
Firm Website: http://www.seic.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    195,175
    MILLIONS
  • Total Number of Accounts
    45,753
    ACCOUNTS
  • Average Account Value
    $4,265,844
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, VI, VT, WA, WI, WV, WY

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