RE
Robert T. Eckrote
SEI INVESTMENTS MANAGEMENT
Wayne, NJ
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CRD#: 6229339
RE
Professional summary
Robert T Eckrote, who also goes by Robert Timothy Eckrote, Robert Eckrote, is a registered financial advisor currently at SEI INVESTMENTS MANAGEMENT CORP located in Wayne, New Jersey and SEI INVESTMENTS DISTRIBUTION CO. located in Oaks, Pennsylvania.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Robert has worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert Timothy Eckrote | Robert Eckrote
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.
CRS (Client Relationship Summary) - RIA
Click below to view Robert T Eckrote's 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®
NoneExperience
Current
February 25, 2026 - Present
SEI INVESTMENTS MANAGEMENT CORP
RIA
CRD#: 105146
Wayne, NJ
Current
February 25, 2026 - Present
SEI INVESTMENTS DISTRIBUTION CO.
Office #1: One Freedom Valley Drive, Oaks, PA 19456BD
CRD#: 10690
Oaks, PA
Past
May 8, 2025 - March 16, 2026
GOLDMAN SACHS & CO. LLC
BD
CRD#: 361
NEW YORK, NY
Past
July 13, 2021 - April 10, 2025
BLACKROCK INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 108928
New York, NY
Past
July 13, 2021 - April 10, 2025
BLACKROCK INVESTMENTS, LLC
BD
CRD#: 38642
NEW YORK, NY
Past
September 16, 2014 - June 15, 2021
HENNION & WALSH ASSET MANAGEMENT, INC.
RIA
CRD#: 126236
PARSIPPANY, NJ
Past
January 8, 2014 - June 15, 2021
HENNION & WALSH, INC.
BD
CRD#: 25766
PARSIPPANY, NJ
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
Alabama(2/25/2026)
RR
Alaska(2/25/2026)
RR
Arizona(2/25/2026)
RR
Arkansas(2/25/2026)
RR
California(2/25/2026)
RR
Colorado(2/25/2026)
RR
Connecticut(2/25/2026)
RR
Delaware(2/25/2026)
RR
District of Columbia(2/25/2026)
RR
Florida(2/25/2026)
RR
Georgia(2/25/2026)
RR
Hawaii(2/25/2026)
RR
Idaho(2/25/2026)
RR
Illinois(2/25/2026)
RR
Indiana(2/25/2026)
RR
Iowa(2/25/2026)
RR
Kansas(2/25/2026)
RR
Kentucky(2/25/2026)
RR
Louisiana(2/25/2026)
RR
Maine(2/25/2026)
RR
Maryland(2/25/2026)
RR
Massachusetts(2/25/2026)
RR
Michigan(2/25/2026)
RR
Minnesota(2/25/2026)
RR
Mississippi(2/25/2026)
RR
Missouri(2/25/2026)
RR
Montana(2/25/2026)
RR
Nebraska(2/25/2026)
RR
Nevada(2/25/2026)
RR
New Hampshire(2/25/2026)
RR
New Jersey(2/25/2026)
IAR
New Jersey(2/25/2026)
RR
New Mexico(2/25/2026)
RR
New York(2/25/2026)
RR
North Carolina(2/25/2026)
RR
North Dakota(2/25/2026)
RR
Ohio(2/25/2026)
RR
Oklahoma(2/25/2026)
RR
Oregon(2/25/2026)
RR
Pennsylvania(2/25/2026)
IAR
Pennsylvania(2/27/2026)
RR
Puerto Rico(2/25/2026)
RR
Rhode Island(2/25/2026)
RR
South Carolina(2/25/2026)
RR
South Dakota(2/25/2026)
RR
Tennessee(2/25/2026)
RR
Texas(2/25/2026)
RR
Utah(2/25/2026)
RR
Vermont(2/25/2026)
RR
Virgin Islands(2/25/2026)
RR
Virginia(2/25/2026)
RR
Washington(2/25/2026)
RR
West Virginia(2/25/2026)
RR
Wisconsin(2/25/2026)
RR
Wyoming(2/25/2026)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
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)PREMIUM
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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
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 99,603 |
| AUM (Assets Under Management) | $ 198,143,431,156 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 01/27/2025 | ||
| 10/25/2023 |
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.
