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Matthew Mark Stead

SEI Investments Distribution Co.

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About Matthew Mark Stead

Matthew Stead is a registered representative with Sei Investments Distribution Co. Matthew has been in the securities industry since 2001. He has a Series 7 and Series 63 license. He holds a current registration in Pennsylvania. Matthew is also licensed to conduct business as a securities professional in the United States.

Firm Information

Matthew Stead is currently registered with SEI Investments Distribution Co.. SEI Investments Distribution Co. is a Corporation formed in 1981 and approved in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

88

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.

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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Matthew Stead’s Registration & Firm History

PA

06/28/2001 - Present

SEI Investments Distribution Co. (OAKS PA)

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Licenses & Designations

BC

Issued 10/21/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Mark Stead.
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