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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Felton Burchetta is an investment advisor representative at SEI Investments Management Corp. in Oaks, Pennsylvania. Robert has been in the financial industry for more than 16 years. Robert has experience with a range of financial firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley and Credit Suisse Securities (USA) LLC. Robert is registered to provide investment advisory services in Colorado, Connecticut, Idaho, Massachusetts, Pennsylvania, and Virginia.
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.
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2
PA
07/24/2024 - Present
SEI Investments Management Corp. (OAKS PA)
MD
02/01/2021 - 10/04/2023
MORGAN STANLEY (POTOMAC MD)
DC
07/13/2020 - 01/08/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
MD
11/10/2015 - 03/17/2020
MORGAN STANLEY (BETHESDA MD)
WA
07/31/2015 - 11/17/2015
CARROLLTON CAPITAL PARTNERS, LLC (GIG HARBOR WA)
NY
10/10/2011 - 09/11/2013
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
CT
11/13/2009 - 10/07/2011
J.P. MORGAN SECURITIES LLC (GREENWICH CT)
NY
05/08/2009 - 11/09/2009
HIGHTOWER SECURITIES, LLC (NEW YORK NY)
NC
02/12/2007 - 04/16/2009
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
BOTH
Issued 02/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/10/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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