Ryan
Cavanagh

Sei Investments Management Corp

CRD#7771346
Investment Advisor
in Oaks, PA

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About this Advisor

Ryan Cavanagh is a financial advisor based in Oaks, Pennsylvania, working with Sei Investments Management Corp. Ryan has previously held positions at Sei Investments, Equitable Advisors, LLC, Aldi Inc, One Way Valet, Target, Wawa, Great Valley Highschool, and Doordash. Ryan has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Ryan 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 66

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

Ryan Cavanagh Work History

2024 - Present (0 year)

Sei Investments

2023 - 2023 (< 1 year)

Equitable Advisors, LLC

2022 - 2023 (1 year)

Sei Investments

2022 - 2023 (1 year)

Doordash

2019 - 2022 (3 years)

Aldi Inc

2019 - 2019 (< 1 year)

One Way Valet

2017 - 2019 (2 years)

Target

2017 - 2017 (< 1 year)

Wawa

2014 - 2018 (4 years)

Great Valley Highschool

Disclosures

Please visit the SEC profile of Ryan Cavanagh 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

Brendan Mallon
Oaks, PA
Keith Carra
Oaks, PA
Thomas Sampson
Oaks, PA
Jennifer Sheffer
Oaks, PA
John Loughlin
Oaks, PA
Colton Richards
Oaks, PA
Alexander Cohen
Oaks, PA
Logan Schwartz
Oaks, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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