Regan
Wall
Sei Investments Management Corp
Answer a few questions and
get matched with an advisor.
About this Advisor
Regan Wall is a financial advisor who works in Oaks, Pennsylvania, who has 1 year of industry experience. Wall is on the advisory team at Sei Investments Management Corp. Their career trajectory has included roles at Guardian Investor Services LLC, Sterling Capital Distributors, LLC, Sterling Capital Management, LLC, Rising Star Distributors, Patrick Capital Markets, LLC, Iv Lift Gulf Coast, Smith And Nephew Orthopedics, Saxony Capital Management, LLC, Franklin Templeton Distributors, Inc, Franklin Distributors, LLC, Sei Investments Distribution Co and Fnex Capital, LLC. Wall maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Alabama, Alaska, Arizona, Arkansas, California, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Hawaii, Idaho, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, New Hampshire, New Jersey, New Mexico, New York, North Carolina, 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 that has its headquarters in Oaks, PA. It has offices in three locations and a total of 406 employees. It handles $181 billion in total assets between its 75,194 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 357 charitable organizations. Of its 75,194 customer accounts, just 1% belong to high-net-worth investors who have at least $1 million in assets available to invest. The business offers a wide set 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. Fees charged by financial advisors typically vary depending on the type of services offered. Fees charged by Sei Investments Management Corp most likely include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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
$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
Regan Wall Work History
Regan has been registered as a financial advisor for 1 years.*
Sei Investments Distribution Co
Iv Lift Gulf Coast
Fnex Capital, LLC
Franklin Templeton Distributors, Inc
Franklin Distributors, LLC
Rising Star Distributors
Patrick Capital Markets, LLC
Saxony Capital Management, LLC
Smith And Nephew Orthopedics
Sterling Capital Distributors, LLC
Sterling Capital Management, LLC
Guardian Investor Services LLC
*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 Regan Wall 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.
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.