TrueAdvisor
TrueAdvisor
BM
BM

Brendan James Mccabe

Sei Investments Management CORP
7 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementEstate Planning
Sei Investments Management CORP
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
125 advisors
Number of Clients
99,622 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$198.1B

Fee Structure

Financial Planning:Investment management only

Location

One Freedom Valley Drive, Oaks, PA, 19456

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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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Employment History
Current Registrations
Sei Investments Management CORP
February 2022 - Present · 4 yrs
Sei Investments Distribution CO.Broker
February 2020 - Present · 6 yrs
Sei Investments Distribution CO.
February 2020 - Present · 6 yrs
Previous Registrations
AXA Advisors, LLCBroker
September 2018 - February 2020 · 1 yr 5 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.