SEMINAL EDUCATIONAL INVESTMENTS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
8
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WAYNE, Pennsylvania
CRD number
312854

Firm profile

FINTRX

Overview

Seminal Educational Investments, LLC operates as a limited liability company focused on investment activities. While specific details regarding their investment preferences and manager allocation interests are not provided, the firm is involved in advising on pooled investment vehicles. It does not classify itself under specific advisory activities or fee structures, indicating a potentially niche focus within the investment landscape. The firm does not engage in ESG investing and is not categorized as a multi-state adviser, suggesting a more localized approach to its client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Raymond Morgan

    Chief Financial OfficerCRD 7702056

Contacts

3 of 7
  • Cyrus Vandrevala

    Managing Partner & Co-FounderCRD 7340055

  • BRIAN MCNALLY

    Managing PartnerCRD 4581009

  • Walter Buckley

    Co-Founder and Managing PartnerCRD 7100564

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WAYNE, PA

DELAWARE

Location

WAYNE, PA

Headquartered in WAYNE, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
DELAWARE
Address
435 Devon Park Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth