Timothy
O'Leary
Sei Investments Management Corp
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About this Advisor
Timothy O'Leary is a financial advisor based in Oaks, Pennsylvania who has 1 year of industry experience. O'Leary is on the advisory team at Sei Investments Management Corp. During their career, O'Leary has held roles at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Sei Investments Distribution Co and Nuveen Investments. O'Leary has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Sei Investments Management Corp is a business headquartered in Oaks, PA. It has offices in three locations and a total of 406 people on staff. It oversees $181 billion in total assets among its 75,194 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 357 charities and foundations. Of its 75,194 client accounts, just 1% belong to high-net-worth clients who have at least $1 million in assets available to invest. The company offers a number of services, including 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. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. However, fee types charged by Sei Investments Management Corp likely include some blend 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
Timothy O'Leary Work History
Timothy has been registered as a financial advisor for 1 years.*
Sei Investments Distribution Co
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Nuveen Investments
*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 Timothy O'Leary 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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