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Matthew Early Potter

SEI Investments Management Corp.

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About Matthew Early Potter

Matthew Early Potter is a financial advisor with SEI Investments Management Corp. based in Oaks, Pennsylvania. Matthew has been in the industry since 1995. Matthew holds Series 7 and Series 63 licenses. Matthew has a history of working with various firms, including INVESCO DISTRIBUTORS, INC., MORGAN STANLEY DISTRIBUTION, INC. and JANNEY MONTGOMERY SCOTT INC. Matthew is also a Chartered Financial Analyst (CFA). Matthew specializes in providing financial planning, portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

Firm Information

Matthew Potter 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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Matthew Potter’s Registration & Firm History

PA

07/01/2013 - Present

SEI Investments Management Corp. (OAKS PA)

PA

06/01/2010 - 08/03/2010

INVESCO DISTRIBUTORS, INC. (WEST CONSHOHOCKEN PA)

PA

05/15/1997 - 06/01/2010

MORGAN STANLEY DISTRIBUTION, INC. (WEST CONSHOHOCKEN PA)

PA

08/24/1995 - 11/19/1996

JANNEY MONTGOMERY SCOTT INC. (PHILADELPHIA PA)

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Licenses & Designations

BC

Issued 09/05/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/23/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Early Potter.
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