Matthew McCloskey, financial advisor Oaks PA

Matthew McCloskey

CRD Number: 2753170
Current Firm: Sei Investments Management Corp

Matthew McCloskey (CRD# 2753170) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 23 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Sei Investments Distribution Co Oaks, PA Sep 2014 - Current 9
Sei Investments Management Company Oaks, PA Sep 2008 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2004
S65 NASAA Investment Advisors Law Examination Sep 2000
Contact Info for Matthew McCloskey
Phone Number: 610-676-1000
Firm Website: http://www.seic.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    180,856
    MILLIONS
  • Total Number of Accounts
    75,194
    ACCOUNTS
  • Average Account Value
    $2,405,188
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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