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Joseph Manuel De los santos morris

SEI Investments Management Corp.

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About Joseph Manuel De los santos morris

Joseph Manuel De los santos morris is an investment advisor representative at SEI Investments Management Corp. located in Oaks, PA. Joseph has been in the financial services industry since August 13, 2018. Joseph holds Series 6, Series 63, Series 65, and SIE licenses. Joseph has experience working with several firms such as PFS INVESTMENTS INC. and Lincoln Financial Distributors, INC.

Firm Information

Joseph De los santos morris is currently registered with SEI Investments Management Corp.. SEI Investments Management Corp. is an investment advisor headquartered in OAKS, PA. The firm manages approximately $1 billion - $10 billion in assets and provides a variety of advisory services, including financial planning, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer a wrap fee program. SEI Investments Management Corp. has a total of 93,301 clients, including high net worth individuals, charitable organizations, pension and profit-sharing plans, investment companies, and individuals other than high net worth. The firm's regulatory assets under management total $194,796,322,013.
SEI Investments Management Corp.

ONE FREEDOM VALLEY DRIVE

OAKS, PA 19456

$194.80B

Assets Under Management

Not reported

Total Clients

116

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Joseph De los santos morris’s Registration & Firm History

PA

03/27/2023 - Present

SEI Investments Management Corp. (OAKS PA)

DE

08/17/2021 - 11/19/2021

PFS INVESTMENTS INC. (WILMINGTON DE)

PA

07/20/2018 - 08/09/2021

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

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Licenses & Designations

IA

Issued 03/27/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/31/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Manuel De los santos morris.
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