Kelley Reilly Wolfington

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:

Current Employers

Sei Investments Management Corp

One Freedom Valley Drive, Oaks, PA 19456 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-02-02
PA	RA	APPROVED	2019-10-16
WA	RA	APPROVED	2019-10-16

NY RA
APPROVED

Since 2021-02-02
PA RA
APPROVED

Since 2019-10-16
WA RA
APPROVED

Since 2019-10-16

Branch Locations

One Freedom Valley Drive, Oaks, PA 19456 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Pnc, Hawthorn	Philadelphia	PA	05/2016	02/2019
Sei Private Wealth Management	Oaks	PA	03/2019	Present

05/2016 → 02/2019

Pnc, Hawthorn

Philadelphia, PA
03/2019 → Present

Sei Private Wealth Management

Oaks, PA

Previous Registrations

2009-04-17 → 2012-03-15

Silver Bridge

Boston, MA

Other Businesses

BSRE, LLC - real estate LLC to hold a commercial property. This started in 2018, I am a limited partner and devote no time to the management of it. This LLC is for family investment purposes only.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-10-16

S65 Uniform Investment Adviser Law Examination

2019-10-16

Other Names

Kelley Reilly-Kelly
Kelley Reilly
Kelley Reilly Wolfington
Kelley Shannon Reilly

View on SEC IAPD