Best Investors Account Sign in

John J Loughlin

Sei Investments Management Corp

Oaks, PA

Plymouth Meeting, PA

CRD 5947839

Claim This Profile
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

AuthorityCategoryStatusDate
PA RA APPROVED 2014-03-04
  • PA RA
    APPROVED
    Since 2014-03-04

Branch Locations

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

Plymouth Meeting, PA • 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
OrganizationCityStateFromTo
Sei Investments Distribution Company Oaks PA 02/2014 Present
Sei Investments Management Corp Oaks PA 02/2014 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-04-12
  • S66 Uniform Combined State Law Examination
    2013-04-12
Other Names
  • John Joseph Loughlin

View on SEC IAPD

More in Oaks, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor