Joseph
De Los Santos Morris

Sei Investments Management Corp

CRD#6964867
Investment Advisor
in Oaks, PA

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About this Advisor

Joseph De Los Santos Morris is a financial advisor based in Oaks, Pennsylvania, working with Sei Investments Management Corp. Joseph has previously held positions at Eastern University, Lincoln Financial Distributors, Pfs Investments Inc, Primerica Financial Services, and Sei Investments Distribution Co. Joseph has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Pennsylvania. Currently, Joseph is part of Sei Investments Management Corp, which operates out of Oaks, Pennsylvania. 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 65, Series 63

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

$194,796,322,013

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

411

PA Average: 41
Total Number of Accounts

93,301

PA Average: 3,342
Average Account Size

$2,087,827

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

Joseph De Los Santos Morris Work History

2021 - Present (3 years)

Sei Investments Distribution Co

2021 - 2021 (< 1 year)

Pfs Investments Inc

2021 - 2021 (< 1 year)

Primerica Financial Services

2018 - 2021 (3 years)

Lincoln Financial Distributors

2013 - 2018 (5 years)

Eastern University

2013 - 2018 (5 years)

Eastern University

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Joseph De Los Santos Morris 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

Keith Carra
Oaks, PA
Thomas Sampson
Oaks, PA
Alexander Cohen
Oaks, PA
Jennifer Sheffer
Oaks, PA
Adam Booz
Oaks, PA
Brendan Mallon
Oaks, PA

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