Gary Steven Deoliveira
Investment adviser representative at Sei Investments Management Corp
10 yearsExperience
1 stateRegistered in
$216.4BFirm assets
41 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Sei Investments Management CorpAug 2023 to now
- Sei InvestmentsAug 2023 to now
- Avantax Advisory ServicesJul 2021 to Aug 2023
- Avantax Insurance Services, Inc.Jul 2021 to Aug 2023
- Avantax Investment Services, IncJul 2021 to Aug 2023
- Nisivoccia Wealth Advisors LLCJan 2021 to Aug 2023
- UnemployedSep 2020 to Dec 2020
- Power Home RemodelingJul 2020 to Aug 2020
- UnemployedJun 2020 to Jun 2020
- Bluetrack IncDec 2019 to May 2020
- Arcadian, IncJun 2019 to Aug 2019
- Nisivoccia Wealth Advisors LLCMay 2018 to Aug 2018
- Nisivoccia Wealth Advisors LLCMay 2017 to Aug 2017
- Seton Hall UniversityAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
Sei Investments Management Corp
$216.4BAssets managed
112,646Clients
126Advisers
41 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6812614
- Firm CRD
- 105146