Geoffrey
Knox

Sei Investments Management Corp

CRD#4301055
Investment Advisor
in Oaks, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Geoffrey Knox is a financial advisor who works out of Oaks, Pennsylvania with a total of 7 years of industry experience. Knox currently works for Sei Investments Management Corp. Throughout their career, they have worked at The Prudential Insurance Company Of America, Prudential Annuities Distributors, Inc, Sei Investments Distribution Co and Sei Investments Management Corp. Knox holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Connecticut and Pennsylvania. Sei Investments Management Corp is a registered investment firm based out of Oaks, PA. The company has offices in three locations and a total of 406 people on staff. It handles $181 billion in assets across its 75,194 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves 357 charities and foundations. Of its 75,194 accounts, just 1% are associated with high-net-worth clients who have greater than $1 million in investable assets. The firm provides a broad 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. A financial advisor's fees are based on which services are offered. Fees charged by Sei Investments Management Corp can be comprised of some blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Geoffrey Knox Work History

Geoffrey has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Sei Investments Distribution Co

2016 - Present (8 years)

Sei Investments Management Corp

2011 - 2016 (5 years)

The Prudential Insurance Company Of America

2011 - 2016 (5 years)

Prudential Annuities Distributors, Inc

*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 Geoffrey Knox 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 Harris
Oaks, PA
John Loughlin
Oaks, PA
Jacob Bucha
Oaks, PA
Karen Mclaughlin
Oaks, PA
Florence Mwaura
Oaks, PA
Jeremy Garnett
Oaks, PA
Mcbee Butcher
Oaks, PA
Healy O'Brien
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started