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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 | 2022-07-26 |
Branch Locations
One Freedom Valley Drive, Oaks, PA 19456 • United States
Berwyn, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-01 |
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