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Thomas George Murray

Sei Investments Management Corp

Oaks, PA

Philadelphia, PA

CRD 6956681

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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 2022-06-17
  • PA RA
    APPROVED
    Since 2022-06-17

Branch Locations

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

Philadelphia, 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
Sei Oaks PA 07/2021 Present
Villanova University Villanova PA 08/2017 05/2021
Business Asset Relocation New York NY 05/2019 01/2021
Morgan Stanley New York NY 05/2018 08/2018
James Caldwell High School West Caldwell NJ 09/2013 06/2017
West Caldwell Recreation Department West Caldwell NJ 06/2014 08/2017
  • 07/2021 → Present
    Sei
    Oaks, PA
  • 08/2017 → 05/2021
    Villanova University
    Villanova, PA
  • 05/2019 → 01/2021
    Business Asset Relocation
    New York, NY
  • 05/2018 → 08/2018
    Morgan Stanley
    New York, NY
  • 09/2013 → 06/2017
    James Caldwell High School
    West Caldwell, NJ
  • 06/2014 → 08/2017
    West Caldwell Recreation Department
    West Caldwell, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-17
  • S65 Uniform Investment Adviser Law Examination
    2022-06-17
Other Names
  • Thomas Murray

View on SEC IAPD

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