Best Investors
Account
Sign in
Best Investors
Account
Sign in
Sei Investments Management Corp CRD 105146
$216B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Freedom Valley Drive, Oaks, PA 19456 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-06-09 |
Branch Locations
One Freedom Valley Drive, Oaks, PA 19456 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saxony Securities | Saint Louis | MO | 10/2015 | 12/2018 |
| Patrick Capital Markets, Llc | Saint Louis | MO | 11/2018 | 06/2022 |
| Saxony Capital Management, Llc | Saint Louis | MO | 01/2020 | 06/2022 |
| Sei Investments Distribution Co. | Oaks | PA | 06/2022 | Present |
| Sei Investments Management Corp. | Oaks | PA | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-26 |
Reach out to this advisor