Matthew CackovicCRD Number: 7043717
Current Firm: Sei Investments Management Corp
Matthew Cackovic (CRD# 7043717) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 3 years of experience in the finance industry.
Oppenheimer & Company Inc.
Planning Capital Management Corp.
|Sei Investments Management Corp||Oaks, PA||Nov 2019 - Current||3|
|Sei Investments Distribution Company||Oaks, PA||Nov 2018 - Nov 2019||1|
|Unemployed||Rosemont, PA||May 2018 - Nov 2018||< 1|
|Domino's Pizza||Rosemont, PA||Jan 2018 - May 2018||< 1|
|Villanova University||Villanova, PA||Sep 2014 - May 2018||3|
|Mcdonald's Corporation||Wheaton, IL||Jun 2016 - Sep 2016||< 1|
|Mcdonald's Corporation||Wheaton, IL||Jun 2015 - Sep 2015||< 1|
|Benet Academy||Lisle, IL||Aug 2010 - Jun 2014||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2019|
|S65||NASAA Investment Advisors Law Examination||Dec 2019|
Total Assets Under Management222,762MILLIONS
Total Number of Accounts70,132ACCOUNTS
Average Account Value$3,176,331
- 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, VI, VT, WA, WI, WV, WY
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