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 11 - 20 of 90 top financial advisors.
11
Joseph R. Canestro
CRD#: 4476422
One Freedom Valley Drive, Oaks, PA 19456

Joseph Canestro (CRD# 4476422) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 20 years of experience in the finance industry.

12
Caitlin Charlton
CRD#: 6511744
One Freedom Valley Drive, Oaks, PA 19456

Caitlin Charlton (CRD# 6511744) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 4 years of experience in the finance industry.

13
Andrew J. Chipego
CRD#: 6026121
Boston, MA

Andrew Chipego (CRD# 6026121) is an Investment Advisor Representative working at Sei Investments Management Corp in Boston, MA and has over 9 years of experience in the finance industry.

14
Nicholas R. Combs
CRD#: 6680069
One Freedom Valley Drive, Oaks, PA 19456

Nicholas Combs (CRD# 6680069) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 4 years of experience in the finance industry.

15
Eric L. Dunn
CRD#: 6384541
Atlanta, GA

Eric Dunn (CRD# 6384541) is an Investment Advisor Representative working at Sei Investments Management Corp in Atlanta, GA and has over 5 years of experience in the finance industry.

16
Jonathan M. Dwyer
CRD#: 4855531
One Freedom Valley Drive, Oaks, PA 19456

Jonathan Dwyer (CRD# 4855531) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 8 years of experience in the finance industry.

17
Michael S. Farrell
CRD#: 1073150
One Freedom Valley Drive, Oaks, PA 19456

Michael Farrell (CRD# 1073150) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 28 years of experience in the finance industry.

18
Holt P. Fogarty
CRD#: 4711547
Littleton, CO

Holt Fogarty (CRD# 4711547) is an Investment Advisor Representative working at Sei Investments Management Corp in Littleton, CO and has over 18 years of experience in the finance industry.

19
Kathleen M. Fox
CRD#: 5385838
One Freedom Valley Drive, Oaks, PA 19456

Kathleen Fox (CRD# 5385838) 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.

20
Thomas M. Frederick
CRD#: 4567070
One Freedom Valley Drive, Oaks, PA 19456

Thomas Frederick (CRD# 4567070) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 19 years of experience in the finance industry.

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