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Mark Mizzer

Sei Investments Management Corp

Oaks, PA

West Chester, PA

CRD 6008676

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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 2019-07-12
  • PA RA
    APPROVED
    Since 2019-07-12

Branch Locations

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

West Chester, 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
Fs2 Capital Partners, Llc Philadelphia PA 06/2015 06/2018
Fs Investment Solutions, Llc Philadelphia PA 06/2018 03/2019
Sei Investments Oaks PA 05/2019 05/2022
Sei Investments Oaks PA 05/2022 Present
  • 06/2015 → 06/2018
    Fs2 Capital Partners, Llc
    Philadelphia, PA
  • 06/2018 → 03/2019
    Fs Investment Solutions, Llc
    Philadelphia, PA
  • 05/2019 → 05/2022
    Sei Investments
    Oaks, PA
  • 05/2022 → Present
    Sei Investments
    Oaks, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-12
S63 Uniform Securities Agent State Law Examination 2011-12-28
  • S65 Uniform Investment Adviser Law Examination
    2019-07-12
  • S63 Uniform Securities Agent State Law Examination
    2011-12-28
Designations
  • Certified Financial Planner

View on SEC IAPD

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