William
Naegely

Sei Investments Management Corp

CRD#5422409
Investment Advisor
in Oaks, PA

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About this Advisor

William Naegely is a financial advisor working in Oaks, Pennsylvania, with a total of 7 years of relevant experience. Naegely is currently employed by Sei Investments Management Corp. Naegely has gained experience at Ameriprise Financial Services Inc, Sei Investments Distribution Co and Sei Investments Management Corp. Naegely has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Minnesota and Pennsylvania. Sei Investments Management Corp is a registered investment business that has its headquarters in Oaks, PA. The firm has offices in three locations and a total of 406 advisors. It controls $181 billion in total assets among its 75,194 accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advisory services to 357 charities and foundations. Of its 75,194 customer accounts, just 1% belong to high-net-worth clients who have at least $1 million in investable assets. The company offers a number 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 management fees largely vary depending on which services are offered. However, fees billed by Sei Investments Management Corp likely consist of any blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

7 years

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

$180,855,686,165

PA Average: $15,833,994,310
Total Number of Employees

406

PA Average: 41
Total Number of Accounts

75,194

PA Average: 3,342
Average Account Size

$2,405,188

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

William Naegely Work History

William has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Sei Investments Distribution Co

2016 - Present (8 years)

Sei Investments Management Corp

2011 - 2016 (5 years)

Ameriprise Financial Services 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 William Naegely 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

Florence Mwaura
Oaks, PA
Michael Harris
Oaks, PA
Jacob Bucha
Oaks, PA
Karen Mclaughlin
Oaks, PA
Jeremy Garnett
Oaks, PA
Mcbee Butcher
Oaks, PA
John Loughlin
Oaks, PA
Aaron Mcinerney
Pasadena, TX

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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