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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 | 2025-03-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sei Investments | Oaks | PA | 10/2024 | Present |
| Conicelli Autoplex | Conshohocken | PA | 05/2021 | 10/2024 |
| Northwestern Mutual | King Of Prussia | PA | 01/2021 | 05/2021 |
| Parkops | Voorhees Township | NJ | 12/2019 | 03/2020 |
| Unemployed | N/A | 04/2020 | 12/2020 | |
| Unemployed | N/A | 01/2014 | 12/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-14 |
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