Eric WygantCRD Number: 6188216
Current Firm: Sei Investments Management Corp
Eric Wygant (CRD# 6188216) is an Investment Advisor Representative working at Sei Investments Management Corp in Wilmington, DE and has over 2 years of experience in the finance industry.
Cypress Financial Planning
Newbridge Wealth Management
Rockcrest Financial LLC
|Capital One Investing LLC||Wilmington, DE||Sep 2015 - Current||1|
|Sei Investments Management Corp||Oaks, PA||Aug 2014 - Sep 2015||1|
|Sei Investments Distribution Co||Oaks, PA||Aug 2014 - Sep 2015||1|
|Sei Investments Distribution Company||Oaks, PA||Dec 2013 - Aug 2014||< 1|
|Sei Investments Company||Oaks, PA||Apr 2013 - Aug 2014||1|
|J.g. Wentworth||Radnor, PA||Sep 2010 - Apr 2013||2|
|Fusion Partners||Wayne, PA||Jul 2010 - Sep 2010||< 1|
|West Va University||Morgantown, WV||Aug 2006 - May 2010||3|
|Astrazeneca Pharmaceuticals||Wilmington, DE||May 2009 - Aug 2009||< 1|
|Malvern Prepatory School||Malvern, PA||Sep 2002 - Jun 2006||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2014|
|S63||Uniform Securities State Law Examination||Jan 2014|
Total Assets Under Management162,268MILLIONS
Total Number of Accounts28,327ACCOUNTS
Average Account Value$5,728,378
- 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, VT, WA, WI, WV
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