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Sean Paul Simko

SEI Investments Management Corp.

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About Sean Paul Simko

Sean Simko is an investment advisor representative registered with SEI Investments Management Corp. in Oaks, Pennsylvania. Sean has been in the financial services industry since 1995 and holds Series 7, 6, 63, and 53 licenses. He is a Chartered Financial Consultant. Sean previously worked for firms such as ROBECO USA BROKERAGE SERVICES, SEI INVESTMENTS DISTRIBUTION CO., VANGUARD MARKETING CORPORATION, and FIRST MARYLAND BROKERAGE CORPORATION.

Firm Information

Sean Simko 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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Sean Simko’s Registration & Firm History

PA

08/21/2009 - Present

SEI Investments Management Corp. (OAKS PA)

MA

04/26/2002 - 04/13/2005

ROBECO USA BROKERAGE SERVICES (BOSTON MA)

PA

05/14/1999 - 04/08/2002

SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)

PA

11/05/1996 - 04/20/1999

VANGUARD MARKETING CORPORATION (MALVERN PA)

MD

08/01/1995 - 10/01/1996

FIRST MARYLAND BROKERAGE CORPORATION (BALTIMORE MD)

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Licenses & Designations

BC

Issued 08/25/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/15/2002

Series 53 - Municipal Securities Principal Examination

BC

Issued 08/07/1997

Series 7 - General Securities Representative Examination

BC

Issued 07/28/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean Paul Simko.
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