Tatiana Cristina Parave Eckel

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

• 09/2014 → 09/2017
  Lincoln Financial
  Radnor, PA
• 09/2017 → 09/2018
  Ohio National
  Cincinnati, OH
• 09/2017 → 09/2018
  Ohio National Equities
  Cincinnati, OH
• 11/2018 → 04/2020
  Stancorp Investment Advisors, Inc.
  Portland, OR
• 11/2018 → 04/2020
  Stancorp Equities, Inc.
  Portland, OR
• 04/2020 → 10/2022
  Fidelity Brokerage Services Llc
  King Of Prussia, PA
• 09/2018 → 11/2018
  Unemployed
  Newtown Square, PA
• 10/2022 → 01/2024
  Td Ameritrade
  Radnor, PA
• 12/2022 → 01/2024
  Charles Schwab & Co., Inc
  Radnor, PA
• 12/2022 → 01/2024
  Charles Schwab Bank, Ssb
  Radnor, PA
• 04/2022 → 09/2022
  Fidelity Personal And Workplace Advisors
  King Of Prussia, PA
• 09/2022 → 10/2022
  Tda Ameritrade Inc
  Boston, MA
• 01/2024 → Present
  Sei Investments
  Oaks, PA

Previous Registrations

• 2022-12-01 → 2024-02-15
  Charles Schwab & Co., Inc.
  Radnor, PA
• 2022-10-12 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Radnor, PA
• 2020-04-28 → 2022-09-29
  Fidelity Personal And Workplace Advisors
  King Of Prussia, PA
• 2018-12-17 → 2020-04-20
  Stancorp Investment Advisers, Inc.
  Portland, OR
• 2013-12-23 → 2014-10-03
  Morgan Stanley
  Marlton, NJ

Exams

• S66 Uniform Combined State Law Examination
  2013-12-23

Other Names

• Tatiana Cristina Paravela Eckel
• Tatiana C Paravela
• Tatiana C Eckel
• Tatiana Eckel