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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Connor Millay is an Investment Advisor Representative with SEI Investments Management Corp. Edward Connor Millay is registered with the state of Kentucky and Pennsylvania. Edward Connor Millay has been in the securities industry since October 15, 2019. Edward Connor Millay holds Series 7TO and SIE licenses and is registered with FINRA. Edward Connor Millay also holds a Series 65 license and is registered with the state of Kentucky and Pennsylvania. SEI Investments Management Corp. has a total of 194796322013 dollars under management. Edward Connor Millay has 2 years of experience in the securities industry, with previous employment at Brinker Capital Securities. Edward Connor Millay has a number of specializations, including: investment advisory services for individuals and families, retirement planning, investment advisory services for businesses, investment advisory services for institutions, mutual funds and ETFs, insurance products, and fixed income securities.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KY
10/27/2022 - Present
SEI Investments Management Corp. (Bellevue KY)
PA
07/29/2022 - 09/01/2022
BRINKER CAPITAL SECURITIES, LLC (BERWYN PA)
IA
Issued 08/23/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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