Keith
Brennan
Sei Investments Management Corp
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About this Advisor
Keith Brennan is a financial advisor based in Reston, Virginia, working with Sei Investments Management Corp. Keith has previously held positions at Northern Lights Distributors, LLC, Arrow Investment Advisors LLC, Wellesley Investment Advisors Inc, Boston Private Wealth LLC, Brighton Jones, and Sei Investments. Keith has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Colorado, Connecticut, Idaho, Illinois, New York, Pennsylvania, Virginia, and Washington. Currently, Keith is part of Sei Investments Management Corp, which operates out of Reston, Virginia. 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
Keith Brennan Work History
Sei Investments
Brighton Jones
Northern Lights Distributors, LLC
Wellesley Investment Advisors Inc
Boston Private Wealth LLC
Arrow Investment Advisors LLC
Disclosures
Please visit the SEC profile of Keith Brennan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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