Matthew
Mccloskey
Sei Investments Management Corp
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About this Advisor
Matthew Mccloskey is a chartered financial analyst operating out of Oaks, Pennsylvania who has 15 years of relevant experience. Mccloskey is an advisor for Sei Investments Management Corp. During their career, Mccloskey has held roles at Sei Investments Distribution Co and Sei Investments Management Co. Mccloskey has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia and Wisconsin. Sei Investments Management Corp is a firm based out of Oaks, PA. The company has offices in three locations and a total of 406 financial advisors. It manages $181 billion in assets under management among its 75,194 customer accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advice to 357 charitable organizations. Of its 75,194 customer accounts, just 1% are associated with high-net-worth clients who have at least $1 million in investable assets. The firm has a diverse range 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 advisory fee schedules are based on which services the firm provides the client. However, fee types charged by Sei Investments Management Corp can be comprised of some blend 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
Matthew Mccloskey Work History
Matthew has been registered as a financial advisor for 15 years.*
Sei Investments Distribution Co
Sei Investments Management Co
Sei Investments Distribution Co
*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 Matthew Mccloskey 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
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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