Robert
Ainsworth
Sei Investments Management Corp
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About this Advisor
Robert Ainsworth is a financial advisor who works out of Oaks, Pennsylvania who has 1 year of industry experience. Ainsworth works at Sei Investments Management Corp. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Mutual Of Omaha Investor Services, Mutual Of Omaha Insurance Company, Securian Financial Services Inc, Minnesota Life Insurance Co, Capital Financial Strategies Inc, National Agents Alliance, Modern Woodmen Of America, Mwa Financial Services Inc and Sei Investments Distribution Co. Ainsworth has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Pennsylvania. Sei Investments Management Corp is a company operating out of Oaks, PA. The company has offices in three locations and a total of 406 employees. It controls $181 billion in assets under management between its 75,194 customer accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advisory services to 357 charitable organizations. Of its 75,194 accounts, just 1% are held by high-net-worth clients who have at least $1 million in assets available to invest. Sei Investments Management Corp performs a broad array of services, including 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 vary depending on which services the firm provides the client. Fee types billed by Sei Investments Management Corp likely are 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
Robert Ainsworth Work History
Robert has been registered as a financial advisor for 1 years.*
Sei Investments Distribution Co
Mwa Financial Services Inc
Modern Woodmen Of America
Securian Financial Services Inc
Minnesota Life Insurance Co
Capital Financial Strategies Inc
National Agents Alliance
Mutual Of Omaha Investor Services
Mutual Of Omaha Insurance Company
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith 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 Robert Ainsworth 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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