Tyler Andrew Cashiola

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

• 02/2015 → 03/2017
  Invesco
  Houston, TX
• 04/2017 → 04/2020
  American Funds
  Carmel, IN
• 04/2020 → 01/2021
  American Funds
  Carmel, IN
• 01/2021 → 10/2023
  American Funds
  San Antonio, TX
• 10/2023 → Present
  Sei Investments
  Oaks, PA

Previous Registrations

• 2018-06-30 → 2023-10-17
  Capital Client Group, Inc.
  Carmel, IN
  San Antonio, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-06-30
• S63 Uniform Securities Agent State Law Examination
  2017-05-23