Timothy
Black

Sei Investments Management Corp

CRD#4537373
Investment Advisor
in Chicago, IL

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About this Advisor

Timothy Black is a financial advisor based in Chicago, Illinois, working with Sei Investments Management Corp. Timothy has previously held positions at Pnc Capital Advisors, LLC, Pnc Fund Distributor LLC, Pnc Capital Markets, LLC, Pnc Bank, Fiducient Advisors LLC, and Sei Investments. Timothy has passed the Series 66 regulatory exam and is registered to provide services in Illinois, Pennsylvania, and Wisconsin. Currently, Timothy is part of Sei Investments Management Corp, which operates out of Chicago, Illinois. The firm has 3 offices and 411 employees. The firm manages assets totaling $194.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Sei Investments Management Corp includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

351 W. Hubbard Street Suite 501
Chicago, IL 60654

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Sei Investments Management Corp Brokerage Details

Total Assets Under Management

$194,796,322,013

IL Average: $15,833,994,310
Total Number of Employees

411

IL Average: 41
Total Number of Accounts

93,301

IL Average: 3,342
Average Account Size

$2,087,827

IL Average: $4,737,880

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

Timothy Black Work History

2024 - Present (0 year)

Sei Investments

2022 - Present (2 years)

Fiducient Advisors LLC

2020 - 2022 (2 years)

Pnc Capital Markets, LLC

2020 - 2022 (2 years)

Pnc Bank

2013 - 2020 (7 years)

Pnc Fund Distributor LLC

2012 - 2020 (8 years)

Pnc Capital Advisors, LLC

Disclosures

Please visit the SEC profile of Timothy Black 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

Eric Dunn
Atlanta, GA
Zachary Button
Oaks, PA
Jennifer Sheffer
Oaks, PA
Keith Carra
Oaks, PA
John Loughlin
Oaks, PA
Ryan Cavanagh
Oaks, PA
Logan Schwartz
Oaks, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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