linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Sean Edward Heron

Glenmede Investment Management, LP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Sean? Claim Your Profile

About Sean Edward Heron

Sean Edward Heron is a Registered Investment Advisor in Pennsylvania. Sean is affiliated with Glenmede Investment Management, LP. Sean's registration with the state of Pennsylvania became effective on August 5, 2010. Prior to Glenmede Investment Management, LP, Sean was registered with Quasar Distributors, LLC from July 31, 2006, to January 6, 2012. Sean passed the General Securities Representative Examination (Series 7) on October 28, 2004 and the Uniform Securities Agent State Law Examination (Series 63) on April 13, 2007. Sean has been a Chartered Financial Analyst since joining Glenmede Trust in July of 2006. Sean currently works in Philadelphia, PA at Glenmede Investment Management, LP where they provide model portfolio for overlay accounts.

Firm Information

Sean Heron is currently registered with Glenmede Investment Management, LP. Glenmede Investment Management, LP is a Philadelphia-based investment advisor with approximately $11.99 billion in regulatory assets under management. They provide portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. They also offer model portfolio overlay accounts and have approximately 3,027 accounts. Glenmede's clients include high-net-worth individuals, insurance companies, investment companies, and other investment advisors. They also provide services to charitable organizations, pension and profit-sharing plans, and corporations or other businesses. They participate in wrap fee programs.
Glenmede Investment Management, LP

1650 MARKET STREET, ONE LIBERTY PLACE

PHILADELPHIA, PA 19103

$11.99B

Assets Under Management

Not reported

Total Clients

9

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.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

provide model portfolio for overlay accounts

Provide model portfolio for overlay accounts

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.

check

percentage of assets

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

check

other

Asset based fees from model only recipients

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Sean Heron’s Registration & Firm History

PA

08/05/2010 - Present

Glenmede Investment Management, LP (PHILADELPHIA PA)

ME

07/31/2006 - 01/06/2012

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

PA

05/12/2006 - 07/03/2006

MCGOWAN INVESTORS, L.P. (PHILADELPHIA PA)

Not sure if Sean Edward Heron is right for you?

Licenses & Designations

BC

Issued 04/13/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/28/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean Edward Heron.
Not sure if Sean Edward Heron is right for you?