Brendan McCabe (CRD# 6977529) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 5 years of experience in the finance industry.
CRD# 5231432
Ameriprise Financial Services, LLC
CRD# 6161273
Edward Jones
CRD# 1287344
Cadaret Grant & Co Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sei Investments Distribution Company | Oaks, PA | Feb 2020 - Current | 4 |
| Sei Investments Management Co | Oaks, PA | Feb 2020 - Current | 4 |
| Axa Advisors, LLC | New York, NY | Sep 2018 - Jan 2020 | 1 |
| Unemployed | Villanova, PA | May 2018 - Sep 2018 | < 1 |
| Pennsylvania State University | University Park, PA | Jun 2014 - May 2018 | 3 |
| Tierney Communications | Philadelphia, PA | Jun 2017 - Aug 2017 | < 1 |
| Avalon Yacht Club | Avalon, NJ | May 2015 - Aug 2017 | 2 |
| Braithwaite Communications | Philadelphia, PA | May 2016 - Aug 2016 | < 1 |
| Uncle Bill's Pancake House | Avalon, NJ | May 2013 - Jul 2015 | 2 |
| St. Joseph's Preparatory School | Philadelphia, PA | Aug 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2018 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- PA
-
Total Assets Under Management194,796MILLIONS
-
Total Number of Accounts93,301ACCOUNTS
-
Average Account Value$2,087,827
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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