Nolan Pecci (CRD# 7776823) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has 1 year of experience in the finance industry.
CRD# 2629855
Investment Management & Planning LLC
CRD# 1796733
Carnegie Wealth Management, LLC
CRD# 2913549
Mml Investors Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Sei Investments | Oaks, PA | Jul 2022 - Current | 1 |
United States Liability Insurance | Wayne, PA | Jun 2021 - Dec 2022 | 1 |
Unemployed | West Chester, PA | Jan 2022 - Jun 2022 | < 1 |
Unemployed | West Chester, PA | Sep 2020 - May 2021 | < 1 |
Barnegat Light Borough | Barnegat Light, NJ | Jun 2018 - Aug 2020 | 2 |
Unemployed | Millstone, NJ | May 2013 - Apr 2018 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- 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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