Matthew Mccloskey is a CFA-designated registered investment advisor, based in Oaks, PA, with 25 years of industry experience.
Location
One Freedom Valley Drive, Oaks, PA, 19456
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sei Investments Distribution CO.
October 2014 - Present · 11 yrs 7 mos
Sei Investments Distribution CO.Broker
October 2014 - Present · 11 yrs 7 mos
Sei Investments Management CORP
September 2008 - Present · 17 yrs 8 mos
Previous Registrations
Sei Investments Distribution CO.Broker
April 2008 - May 2013 · 5 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2004 - March 2008 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2004 - March 2008 · 3 yrs 9 mos
Ernst & Young Investment Advisers LLP
March 2002 - April 2004 · 2 yrs 1 mo
Sei Investments Distribution CO.Broker
October 1999 - December 2001 · 2 yrs 2 mos
State Registrations1 state
PA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.