SA
SA

Seema Joglekar Ackerman

18 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
34 clients
Average Client Portfolio
$118.5M average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$10M
Financial Planning:Investment management only
Minimum Annual Fee:$75,000
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Location

20 Greenway Plaza, Ste 450, Houston, TX, 77046

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History

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.

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Other Business Activities

Seema is the Head of Distribution, Marketing, and Client Service at Bridgeway Capital Management, LLC, an asset management firm. She dedicates full-time hours to this role.

Employment History
Current Registrations
Bridgeway Capital Management, LLC
March 2025 - Present · 11 mos
Foreside Fund Services, LLC
February 2025 - Present · 1 yr
Foreside Fund Services, LLCBroker
February 2025 - Present · 1 yr
Previous Registrations
Blackrock Investments, LLCBroker
July 2021 - October 2024 · 3 yrs 3 mos
Blackrock Investment Management, LLC
June 2021 - October 2024 · 3 yrs 4 mos
Oxford Financial Group, LTD
December 2017 - May 2021 · 3 yrs 5 mos
Goldman Sachs & CO. LLCBroker
June 2007 - November 2017 · 10 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.