AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
MA

Melissa G. Albanese

SEI INVESTMENTS MANAGEMENT
Dix Hills, NY
Some features on this profile are disabled
CRD#: 2127192
MA
Melissa Gaye AlbaneseSEI INVESTMENTS MANAGEMENT

Professional summary

Melissa Gaye Albanese, who also goes by Melissa G Albanese, Melissa G Haber, Melissa Gaye Haber, is a registered financial advisor currently at SEI INVESTMENTS MANAGEMENT CORP located in Dix Hills, New York and SEI INVESTMENTS DISTRIBUTION CO. located in Oaks, Pennsylvania.

Melissa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Melissa has worked at 11 firms and has passed the Series 65, Series 63, Series 57TO, SIE, Series 55, Series 7 and Series 24 exams.

Aliases

Melissa G Albanese | Melissa G Haber | Melissa Gaye Haber

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa Gaye Albanese's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 16, 2026 - Present

SEI INVESTMENTS MANAGEMENT CORP

RIA
CRD#: 105146
Dix Hills, NY
Current

June 30, 2026 - Present

SEI INVESTMENTS DISTRIBUTION CO.

Office #1: One Freedom Valley Drive, Oaks, PA 19456
BD
CRD#: 10690
OAKS, PA
Past

October 11, 2024 - April 2, 2025

OSAIC WEALTH, INC.

RIA
CRD#: 23131
SCOTTSDALE, AZ
Past

October 11, 2024 - April 2, 2025

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

February 1, 2013 - October 11, 2024

AMERICAN PORTFOLIOS ADVISORS, INC

RIA
CRD#: 112697
HOLBROOK, NY
Past

January 31, 2013 - October 11, 2024

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

BD
CRD#: 18487
HOLBROOK, NY
Past

September 27, 2012 - November 5, 2012

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
BOHEMIA, NY
Past

September 27, 2012 - November 5, 2012

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
BOHEMIA, NY
Past

November 30, 2010 - July 18, 2012

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
NEW YORK, NY
Past

April 9, 1998 - July 18, 2012

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

February 8, 1995 - December 18, 1997

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

May 19, 1994 - January 17, 1995

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

April 18, 1991 - April 20, 1994

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SI
SEI INVESTMENTS MANAGEMENT CORP
GOAL INVESTOR | SEI PRIVATE WEALTH MANAGEMENT | SEI INVESTMENTS MANAGEMENT CORP | SEI HUNTINGTON STEELE | SEI FIXED INCOME PORTFOLIO MANAGEMENT | SEI ADVISOR NETWORK | GOALINVESTOR

CRD#: 105146 / SEC#: 801-24593

RIA
Registered Investment Advisory firm - (6/27/1985 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(6/30/2026)
IAR
New York
(7/16/2026)
RR
Pennsylvania
(6/30/2026)
IAR
Pennsylvania
(7/21/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/22/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/17/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 2/9/2004
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 4/16/1991
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/25/2001
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

SI
SEI INVESTMENTS MANAGEMENT CORP
GOAL INVESTOR | SEI PRIVATE WEALTH MANAGEMENT | SEI INVESTMENTS MANAGEMENT CORP | SEI HUNTINGTON STEELE | SEI FIXED INCOME PORTFOLIO MANAGEMENT | SEI ADVISOR NETWORK | GOALINVESTOR

CRD#: 105146 / SEC#: 801-24593

RIA
Registered Investment Advisory firm - (6/27/1985 Approved)
Loading...

Contact information

Main Address
One Freedom Valley Drive, Oaks, PA 19456
Mailing Address
Phone number
(610) 676-1000
Established
Firm type
Fiscal year end
# of Employees
447

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SIMC FORM ADV PART 2A - INDEPENDENT ADVISOR SOLUTIONS BY SEI (2/2/2026)
SIMC WRAP FEE BROCHURE - MANAGED ACCOUNT SOLUTIONS (INDEPENDENT ADVISOR SOLUTIONS BY SEI) (12/22/2025)
SIMC FORM ADV PART 2A - SEI PRIVATE WEALTH MANAGEMENT (10/31/2025)
SIMC FORM ADV PART 2A - SEI INSTITUTIONAL GROUP (10/31/2025)
SIMC FORM ADV PART 2A - SEI PRIVATE BANKING (10/31/2025)
SIMC WRAP FEE BROCHURE - MANAGED ACCOUNT SOLUTIONS (PRIVATE WEALTH MANAGEMENT) (3/31/2025)

Regulatory assets under management

Total Number of Accounts99,603
AUM (Assets Under Management)$ 198,143,431,156

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025
Cover Page
Report
01/27/2025
Cover Page
Report
10/25/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SEI INVESTMENTS MANAGEMENT CORP

CRD#: 105146Dix Hills, NY

TRUST BUT VERIFY

Monitor Melissa Albanese

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information

xxxxx@xxxx.xxx

Similar Advisors

Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
HELENA, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
ESTERO, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.