Alice
Heath

Sei Investments Management Corp

CRD#6453921
Investment Advisor
in Charlotte, NC

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About this Advisor

Alice Heath is a financial advisor based in Charlotte, North Carolina, working with Sei Investments Management Corp. Alice has previously held positions at Horizon Investments LLC, Hilton Hotels, The University Of Limerick, Sei Investments, and Quasar Distributors, LLC. Alice has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Alice is part of Sei Investments Management Corp, which operates out of Charlotte, North Carolina. 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 63, Series 65

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

Charlotte, NC

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Sei Investments Management Corp Brokerage Details

Total Assets Under Management

$194,796,322,013

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

411

NC Average: 41
Total Number of Accounts

93,301

NC Average: 3,342
Average Account Size

$2,087,827

NC 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

Alice Heath Work History

2023 - Present (2 years)

Sei Investments

2016 - 2023 (7 years)

Quasar Distributors, LLC

2014 - 2023 (9 years)

Horizon Investments LLC

2014 - 2014 (< 1 year)

Hilton Hotels

2013 - 2014 (1 year)

The University Of Limerick

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Alice Heath 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

Michael Mullen
Oaks, PA
John Loughlin
Oaks, PA
Jeremy Garnett
Oaks, PA
Alexander Cohen
Oaks, PA
Logan Schwartz
Oaks, PA
Jennifer Sheffer
Oaks, PA
Keith Carra
Oaks, PA
Zachary Button
Oaks, PA

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