Luke
Quimby
Sei Investments Management Corp
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About this Advisor
Luke Quimby is a financial advisor who works out of Oaks, Pennsylvania with 5 years of relevant experience. Quimby is currently employed by Sei Investments Management Corp. Their career trajectory has included roles at Proequities Inc, Bankers Life, George Washington University and Bankers Life Securities, Inc. Quimby maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Pennsylvania. Sei Investments Management Corp is a company based out of Oaks, PA. The company has offices in three locations and a total of 406 employees. It oversees $181 billion in assets under management between its 75,194 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 357 charitable organizations. Of its 75,194 accounts, just 1% belong to high-net-worth clients who have greater than $1 million in investable assets. Sei Investments Management Corp has a number 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. Financial management fee schedules typically are based on the type of services. Fees charged by Sei Investments Management Corp likely consist 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
Luke Quimby Work History
Luke has been registered as a financial advisor for 5 years.*
Bankers Life Securities, Inc
Proequities Inc
Bankers Life
George Washington University
*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 Luke Quimby 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
Boston, MA
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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