Sei Investments Management Corp

Sei Investments Management Corp (CRD# 105146) is a financial advisory firm headquartered in Oaks, PA. They manage $162,267,760,328 in 28,327 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    162,268
    MILLION
  • 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
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, VT, WA, WI, WV

Financial Advisors at Sei Investments Management Corp
Showing 1 - 10 of 120 top financial advisors.
1
Brian D. Bono
CRD#: 3239647
One Freedom Valley Drive, Oaks, PA 19456
96
Wealthminder
score

Brian Bono (CRD# 3239647) 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.

2
Mcbee N. Butcher
CRD#: 2361716
One Freedom Valley Drive, Oaks, PA 19456
96
Wealthminder
score

Mcbee Butcher (CRD# 2361716) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 14 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.

3
Catherine E. Leggett
CRD#: 5850303
One Freedom Valley Drive, Oaks, PA 19456
96
Wealthminder
score

Catherine Leggett (CRD# 5850303) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 6 years of experience in the finance industry. Catherine Leggett 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.

4
Matthew McCloskey
CRD#: 2753170
One Freedom Valley Drive, Oaks, PA 19456
96
Wealthminder
score

Matthew McCloskey (CRD# 2753170) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 17 years of experience in the finance industry.

5
Dean A. Mioli
CRD#: 4562129
One Freedom Valley Drive, Oaks, PA 19456
96
Wealthminder
score

Dean Mioli (CRD# 4562129) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 12 years of experience in the finance industry. Dean Mioli 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
Joseph S. Mukurazita
CRD#: 4630661
One Freedom Valley Drive, Oaks, PA 19456
96
Wealthminder
score

Joseph Mukurazita (CRD# 4630661) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 14 years of experience in the finance industry. Joseph Mukurazita 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.

7
Karim M. Ouazzi
CRD#: 4448409
One Freedom Valley Drive, Oaks, PA 19456
96
Wealthminder
score

Karim Ouazzi (CRD# 4448409) 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. Karim Ouazzi 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.

8
Matthew E. Potter
CRD#: 2498563
One Freedom Valley Drive, Oaks, PA 19456
96
Wealthminder
score

Matthew Potter (CRD# 2498563) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 22 years of experience in the finance industry.

9
Sean P. Simko
CRD#: 2480817
One Freedom Valley Drive, Oaks, PA 19456
96
Wealthminder
score

Sean Simko (CRD# 2480817) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 22 years of experience in the finance industry.

10
David J. Zierath
CRD#: 3084491
One Freedom Valley Drive, Oaks, PA 19456
96
Wealthminder
score

David Zierath (CRD# 3084491) 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. David Zierath 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.

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