AdvisorCensus / Financial advisors / New York / New York, NY / SEI Private Trust Company
Financial advisors in New York, NY using SEI Private Trust Company
3 SEC-registered investment advisory firms headquartered in the New York, NY metro area name SEI Private Trust Company as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Cornerstone Professional Advisor Services, LLC | Garden City | SEC-registered investment adviser | $100 million to $500 million |
| Federal Prep | Bohemia | SEC-registered investment adviser | $25 million to $100 million |
| Lunin-Pack Planning and Advice, LLC | Cold Spring | SEC-registered investment adviser | $25 million to $100 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. SEI Private Trust Company nationwide
Cite this page
AdvisorCensus. Financial advisors in New York, NY using SEI Private Trust Company. https://advisorcensus.com/advisors/ny/new-york/custodians/sei-private-trust https://advisorcensus.com/advisors/ny/new-york/custodians/sei-private-trust