Thomas Peter Pileggi

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2011 → 07/2017
  Pershing Llc
  King Of Prussia, PA
• 08/2018 → 03/2022
  Pershing Llc
  Chalfont, PA
• 07/2017 → 04/2018
  Msci
  Conshohocken, PA
• 06/2018 → 08/2018
  Efficient Advisors
  Philadelphia, PA
• 03/2022 → 08/2022
  Orion Portfolio Solutions, Llc
  Omaha, NE
• 03/2022 → 08/2022
  Brinker Capital Securities Llc
  Berwyn, PA
• 10/2022 → Present
  Sei Investments
  Oaks, PA

Previous Registrations

• 2022-04-07 → 2022-09-01
  Orion Portfolio Solutions, Llc
  Berwyn, PA
  Omaha, NE
• 2018-08-29 → 2022-04-07
  Bny Mellon Advisors, Inc.
  New York, NY
• 2015-08-20 → 2017-07-18
  Bny Mellon Advisors, Inc.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2015-08-19

Other Names

• Tom Pileggi
• Thomas Pileggi