Tatiana
Eckel
Sei Investments Management Corp
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About this Advisor
Tatiana Eckel is a financial advisor based in Oaks, Pennsylvania, working with Sei Investments Management Corp. Tatiana has previously held positions at Morgan Stanley, Lincoln Financial, Ohio National, Ohio National Equities, Stancorp Investment Advisors, Inc, Stancorp Equities, Inc, Fidelity Brokerage Services LLC, Td Ameritrade, Charles Schwab & Co., Inc, Charles Schwab Bank, Ssb, Fidelity Personal And Workplace Advisors, Tda Ameritrade Inc, and Sei Investments. Tatiana has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Tatiana 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
Services Offered
Fee Structure
Office Location
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Sei Investments Management Corp Brokerage Details
$194,796,322,013
411
93,301
$2,087,827
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
Tatiana Eckel Work History
Sei Investments
Td Ameritrade
Charles Schwab & Co., Inc
Charles Schwab Bank, Ssb
Fidelity Personal And Workplace Advisors
Tda Ameritrade Inc
Fidelity Brokerage Services LLC
Stancorp Investment Advisors, Inc
Stancorp Equities, Inc
Ohio National
Ohio National Equities
Lincoln Financial
Morgan Stanley
Disclosures
Please visit the SEC profile of Tatiana Eckel 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
New Braunfels, TX
Oaks, PA
Oaks, PA
Oaks, PA
Oaks, PA
Oaks, PA
Oaks, PA
Atlanta, GA
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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