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Gregory Mark Painter

Sei Investments Management Corp

Oaks, PA

Berwyn, PA

CRD 7290151

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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 2022-07-26
  • PA RA
    APPROVED
    Since 2022-07-26

Branch Locations

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

Berwyn, 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
The Vanguard Group, Inc Malvern PA 06/2021 02/2022
Randstad Malvern PA 09/2020 06/2021
Two Stones Pub Kennett Square PA 01/2019 06/2020
Entertainment Cruises Philadelphia PA 10/2017 03/2020
Horizon Services Wilmington DE 05/2017 09/2017
Temple University Philadelphia PA 08/2016 08/2020
Sei Investments Distribution Co. Oaks PA 02/2022 Present
  • 06/2021 → 02/2022
    The Vanguard Group, Inc
    Malvern, PA
  • 09/2020 → 06/2021
    Randstad
    Malvern, PA
  • 01/2019 → 06/2020
    Two Stones Pub
    Kennett Square, PA
  • 10/2017 → 03/2020
    Entertainment Cruises
    Philadelphia, PA
  • 05/2017 → 09/2017
    Horizon Services
    Wilmington, DE
  • 08/2016 → 08/2020
    Temple University
    Philadelphia, PA
  • 02/2022 → Present
    Sei Investments Distribution Co.
    Oaks, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-26
S63 Uniform Securities Agent State Law Examination 2021-10-01
  • S65 Uniform Investment Adviser Law Examination
    2022-07-26
  • S63 Uniform Securities Agent State Law Examination
    2021-10-01
Other Names
  • Greg Painter
  • Gregory Painter

View on SEC IAPD

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