Zachary Button (CRD# 7840115) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sei Investments | Oaks, PA | Feb 2022 - Current | 2 |
| Juliana's Restaurant | Sinking Spring, PA | Nov 2020 - Jun 2022 | 1 |
| The Ygs Group | York, PA | May 2021 - Jul 2021 | < 1 |
| Jg Wentworth | Radnor, PA | Sep 2020 - Apr 2021 | < 1 |
| College Student | West Lawn, PA | Aug 2016 - Sep 2020 | 4 |
| Reading Royals Hockey Team | Reading, PA | Oct 2018 - Jun 2019 | < 1 |
| Pj Whelihan's Restaurant | Reading, PA | May 2017 - May 2018 | 1 |
| Walmart Supercenter | Lock Haven, PA | May 2016 - Jul 2016 | < 1 |
| High School | West Lawn, PA | Apr 2014 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- PA
-
Total Assets Under Management194,796MILLIONS
-
Total Number of Accounts93,301ACCOUNTS
-
Average Account Value$2,087,827
- 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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