Zachary Hamm-Phipps, financial advisor Oaks PA
90 score

Zachary Hamm-Phipps

CRD Number: 5414497
Current Firm: Sei Investments Management Corp

Zachary Hamm-Phipps (CRD# 5414497) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Sei Investments Management Corporation Oaks, PA Jul 2010 - Current 6
Beverly Hills Tavern Wyomissing, PA Jun 2010 - Jul 2010 < 1
Kutztown University Kutztown, PA Sep 2006 - Jun 2010 3
Rensi Restaurant Wyomissing, PA May 2009 - Sep 2009 < 1
Apex Housing Group Kutztown, PA Sep 2008 - Jul 2009 < 1
Hillcrest Tennis Club Reading, PA Feb 2005 - Jul 2009 4
Morgan Stanley Reading, PA Jan 2009 - Mar 2009 < 1
Abercombie & Fitch Lehigh Valley, PA Aug 2008 - Nov 2008 < 1
Spring Ridge Financial Group Wyomissing, PA Aug 2007 - Feb 2008 < 1
V&s Sandwich Shop Reading, PA Aug 2004 - Aug 2006 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2011
Contact Info for Zachary B. Hamm-Phipps
Phone Number: 610-676-1000
Firm Website: http://www.seic.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    162,268
    MILLIONS
  • Total Number of Accounts
    28,327
    ACCOUNTS
  • Average Account Value
    $5,728,378
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, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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