Brendan James Mccabe

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 05/2018
  Pennsylvania State University
  University Park, PA
• 05/2018 → 09/2018
  Unemployed
  Villanova, PA
• 06/2017 → 08/2017
  Tierney Communications
  Philadelphia, PA
• 05/2015 → 08/2017
  Avalon Yacht Club
  Avalon, NJ
• 09/2018 → 01/2020
  Axa Advisors, Llc
  New York, NY
• 02/2020 → Present
  Sei Investments Distribution Co.
  Oaks, PA
• 02/2020 → Present
  Sei Investments Management Co
  Oaks, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-02
• S63 Uniform Securities Agent State Law Examination
  2018-12-12

Other Names

• Brendan J. Mccabe
• Brendan Mccabe