Michael Joseph Matkovic
Financial advisor at Sei Investments Management Corp · Oaks, PA
Last updated 2026-10-10
Claim your profileMichael Joseph Matkovic is a financial advisor at Sei Investments Management Corp in Oaks, PA, CRD 2882002. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2008-01-01.
Registration
- CRD number
- 2882002
- Registration status
- Active
- IAPD registration
- 2008-01-01
- Industry Experience
- 18 years
- Work Experience
- 29 years
- States registered
- PA
Licenses and exams
- Series 63
- Series 65
Work history
- 1996-11 to Present · Sei Investments · Oaks, PA
- 1996-11 to Present · Sei Investments Distribution Co. · Oaks, PA
- 2007-07 to Present · Sei Investment Management Corp · Oaks, PA
Current employment
- Sei Investments Management Corp · Oaks, PA
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
Michael Joseph Matkovic is a financial advisor at Sei Investments Management Corp in Oaks, PA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 18 years of industry experience and 29 years of reported work history. Reported roles include Sei Investment Management Corp, Sei Investments, Sei Investments Distribution Co..
SEC disclosures list additional business and community activities: Noelle Fitness Llc.
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.
Contact
The firm's filed contact details.
- Phone: 610-676-1000
- Website: seic.com
Official record
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