Inactive

Sydney Stein

Sei Investments Management Corp

CRD 7278526

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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

Authority	Category	Status	Date
PA	RA	APPROVED	2024-12-23

PA RA
APPROVED

Since 2024-12-23

Branch Locations

One Freedom Valley Drive, Oaks, PA 19456 • 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

Organization	City	State	From	To
Northwestern Mutal	Philadelphia	PA	08/2020	03/2021
Sei Investments	Oaks	PA	06/2021	Present
Saint Joseph's University	Philadelphia	PA	08/2017	05/2021
Mount Saint Joseph's Academy	Flourtown	PA	08/2013	06/2017
Peter Becker Community - Maplewood Estates	Harleysville	PA	08/2014	12/2017

08/2020 → 03/2021

Northwestern Mutal

Philadelphia, PA
06/2021 → Present

Sei Investments

Oaks, PA
08/2017 → 05/2021

Saint Joseph's University

Philadelphia, PA
08/2013 → 06/2017

Mount Saint Joseph's Academy

Flourtown, PA
08/2014 → 12/2017

Peter Becker Community - Maplewood Estates

Harleysville, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-12-23

S65 Uniform Investment Adviser Law Examination

2024-12-23

View on SEC IAPD

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