Sei Investments Management Corp

Sei Investments Management Corp (CRD# 105146) is a financial advisory firm headquartered in Oaks, PA. They manage $222,762,411,742 in 70,132 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    222,762
    MILLION
  • Total Number of Accounts
    70,132
    ACCOUNTS
  • Average Account Value
    $3,176,331
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Sei Investments Management Corp
Showing 1 - 10 of 90 top financial advisors.
1
John D. Anderson
CRD#: 1670032
One Freedom Valley Drive, Oaks, PA 19456

John Anderson (CRD# 1670032) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 33 years of experience in the finance industry.

2
Christopher F. Arizin
CRD#: 2977625
One Freedom Valley Drive, Oaks, PA 19456

Christopher Arizin (CRD# 2977625) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 24 years of experience in the finance industry.

3
Brian R. Barone
CRD#: 3229891
Oviedo, FL

Brian Barone (CRD# 3229891) is an Investment Advisor Representative working at Sei Investments Management Corp in Oviedo, FL and has over 23 years of experience in the finance industry.

4
William P. Berberich
CRD#: 4367852
One Freedom Valley Drive, Oaks, PA 19456

William Berberich (CRD# 4367852) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 21 years of experience in the finance industry. William Berberich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Catherine E. Bock
CRD#: 5850303
One Freedom Valley Drive, Oaks, PA 19456

Catherine Bock (CRD# 5850303) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 11 years of experience in the finance industry. Catherine Bock has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Brian D. Bono
CRD#: 3239647
One Freedom Valley Drive, Oaks, PA 19456

Brian Bono (CRD# 3239647) 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.

7
Jacob T. Bucha
CRD#: 5973078
One Freedom Valley Drive, Oaks, PA 19456

Jacob Bucha (CRD# 5973078) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 9 years of experience in the finance industry.

8
Mcbee N. Butcher
CRD#: 2361716
One Freedom Valley Drive, Oaks, PA 19456

Mcbee Butcher (CRD# 2361716) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 18 years of experience in the finance industry. Mcbee Butcher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Frank M. Byrd
CRD#: 2160864
One Freedom Valley Drive, Oaks, PA 19456

Frank Byrd (CRD# 2160864) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 30 years of experience in the finance industry.

10
Jennifer H. Campisi
CRD#: 5299753
One Freedom Valley Drive, Oaks, PA 19456

Jennifer Campisi (CRD# 5299753) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 15 years of experience in the finance industry.

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