Matthew McCloskey

Financial advisor at Sei Investments Management Corp · Oaks, PA

Last updated 2026-10-10

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Matthew McCloskey is a financial advisor at Sei Investments Management Corp in Oaks, PA, CRD 2753170. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2002-03-26.

Registration

CRD number
2753170
Registration status
Active
IAPD registration
2002-03-26
Industry Experience
24 years
Work Experience
18 years
States registered
PA

Licenses and exams

  • Series 63
  • Series 65

Designations

  • Chartered Financial Analyst

Work history

  • 2014-09 to Present · Sei Investments Distribution Co · Oaks, PA
  • 2008-09 to Present · Sei Investments Management Co. · Oaks, PA

Current employment

SEC IAPD record for Matthew McCloskey

Sei Investments Management Corp

Regulatory AUM
$216,428,500,660
Registered advisors
126
Offices
57
Clients per advisor
894.0 (Very high)
Average AUM per client
$1.9M (Low)
High-net-worth client ratio
0.6% (Low)

Sei Investments Management Corp: advisors, services and reported ETF investments

About

Matthew McCloskey is a Chartered Financial Analyst financial advisor at Sei Investments Management Corp in Oaks, PA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 24 years of industry experience and 18 years of reported work history. Reported roles include Sei Investments Distribution Co, Sei Investments Management Co..

Sei Investments Management Corp's firm-level Form ADV reports 126 advisors across 57 offices; approximately 894.0 clients per advisor, average assets per client of $1,921,315, and regulatory AUM of $216.4B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Investment companies, Pooled investment vehicles, Pension and profit-sharing plans; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients.

What this firm offers

Filed by Sei Investments Management Corp on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Investment Companies
  • Pooled Investment Vehicles
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Publication of Periodicals or Newsletters
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Performance-Based Fees

Business and affiliations

  • Commodity Pool Operator or Trading Advisor
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Banking or Thrift Institution
  • Trust Company
  • Accountant or Accounting Firm
  • Sponsor or Syndicator of Limited Partners
  • Sponsor or GP of Pooled Investment Vehicl
  • Adviser to Any Private Fund

Location

One Freedom Valley Drive, Oaks, PA 19456

126 advisors at this office.

Sei Investments Management office in Oaks, PA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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