Holt
Fogarty
Sei Investments Management Corp
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About this Advisor
Holt Fogarty is a financial advisor who works in Littleton, Colorado with 7 years of relevant experience. Fogarty is on the advisory team at Sei Investments Management Corp. During their career, Fogarty has held roles at Curian Capital, LLC, Curian Clearing LLC, Fdx Capital LLC, James Alpha Management LLC, Sei Investments Distribution Co and Sei Investments Management Corp. Fogarty holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Colorado and Pennsylvania. Sei Investments Management Corp is an advisory firm based out of Oaks, PA. The investment advisory business has offices in three locations and a total of 406 advisors. It handles $181 billion in assets under management between its 75,194 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 357 charities and foundations. Of its 75,194 customer accounts, just 1% are associated with high-net-worth clients who have more than $1 million in investable assets. Sei Investments Management Corp performs a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors are based on the type of financial services provided. Fees charged by Sei Investments Management Corp can be comprised of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sei Investments Management Corp Brokerage Details
$180,855,686,165
406
75,194
$2,405,188
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Holt Fogarty Work History
Holt has been registered as a financial advisor for 7 years.*
Sei Investments Distribution Co
Sei Investments Management Corp
Fdx Capital LLC
James Alpha Management LLC
Curian Clearing LLC
Curian Capital, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Holt Fogarty to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sei Investments Management Corp
Oaks, PA
Oaks, PA
Oaks, PA
Oaks, PA
Oaks, PA
Oaks, PA
Oaks, PA
Oaks, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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