Andrew
Quintois

Sei Investments Management Corp

CRD#6743940
Investment Advisor
in Oaks, PA

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About this Advisor

Andrew Quintois is a financial advisor working out of Oaks, Pennsylvania with a total of 4 years of relevant experience. Quintois currently works for Sei Investments Management Corp. Throughout their career, Quintois has worked at Student, Ocean View Car Wash, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Millersville University Dining Services, Ars Premier Foods, Diamonds Liquor Store, Sheetz Inc, Northwestern Mutual Wealth Management Company, Securian Financial Services Inc, Legacy Planning Partners, Usa Hockey, Sei Investments Distribution Co and Sei Investments Management Corp. Quintois has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania. Sei Investments Management Corp is a registered investment business that has its headquarters in Oaks, PA. It has offices in three locations and a total of 406 people on staff. It oversees $181 billion in assets across its 75,194 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 357 charitable organizations. Of its 75,194 customer accounts, just 1% belong to high-net-worth clients who have more than $1 million in investable assets. The advisory firm provides a wide array 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. Fees for financial advisory services are based on which services are provided. However, fee types charged by Sei Investments Management Corp likely are comprised of any blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

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

One Freedom Valley Drive
Oaks, PA 19456

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Sei Investments Management Corp Brokerage Details

Total Assets Under Management

$180,855,686,165

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

406

PA Average: 41
Total Number of Accounts

75,194

PA Average: 3,342
Average Account Size

$2,405,188

PA 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

Andrew Quintois Work History

Andrew has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Sei Investments Distribution Co

2019 - Present (5 years)

Sei Investments Management Corp

2016 - Present (8 years)

Usa Hockey

2018 - 2019 (1 year)

Securian Financial Services Inc

2018 - 2019 (1 year)

Legacy Planning Partners

2017 - 2018 (1 year)

Northwestern Mutual Life Insurance Company

2017 - 2018 (1 year)

Northwestern Mutual Investment Services LLC

2017 - 2018 (1 year)

Northwestern Mutual Wealth Management Company

2016 - 2017 (1 year)

Sheetz Inc

2015 - 2015 (< 1 year)

Ocean View Car Wash

2015 - 2016 (1 year)

Millersville University Dining Services

2015 - 2016 (1 year)

Ars Premier Foods

2015 - 2015 (< 1 year)

Diamonds Liquor Store

2013 - 2013 (< 1 year)

Millersville University Dining Services

2012 - 2016 (4 years)

Student

*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 Andrew Quintois 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

Jeremy Garnett
Oaks, PA
John Loughlin
Oaks, PA
Jacob Bucha
Oaks, PA
Karen Mclaughlin
Oaks, PA
Michael Harris
Oaks, PA
Florence Mwaura
Oaks, PA
Mcbee Butcher
Oaks, PA
Logan Schwartz
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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