Timothy Sean Heagy

Employer firm

Sei Investments Management Corp CRD 105146

$216B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2013 → 09/2019
  Wells Fargo Bank, Na
  Wilmington, DE
• 01/2018 → 09/2019
  Wells Fargo Clearing Services, Llc
  Wilmington, DE
• 08/2016 → Present
  Springfield Healthplex
  Springfield, PA
• 09/2019 → Present
  Sei
  Oak, PA

Previous Registrations

• 2018-05-04 → 2019-10-04
  Wells Fargo Clearing Services, Llc
  Wilmington, DE
  Radnor, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-04
• S63 Uniform Securities Agent State Law Examination
  2018-04-12

Other Names

• Timothy Sean Heagy
• Timothy S Heagy