Best Investors
Account
Sign in
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 | 2022-10-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fs Investment Solutions, Llc | Philadelphia | PA | 06/2018 | 07/2019 |
| Freedom Mortgage | Mount Laurel | NJ | 03/2016 | 09/2016 |
| Fs Investments | Philadelphia | PA | 03/2017 | 09/2017 |
| Drexel University | Philadelphia | PA | 09/2013 | 06/2018 |
| Fs Investment Solutions, Llc | Philadelphia | PA | 07/2019 | 09/2020 |
| Riskalyze | Philadelphia | PA | 09/2020 | 11/2021 |
| Brinker Capital | Berwyn | PA | 11/2021 | 08/2022 |
| Orion Portfolio Solutions, Llc | Omaha | NE | 11/2021 | 08/2022 |
| Sei Investments Distribution Co. | Oaks | PA | 10/2022 | Present |
| Sei Investments Management Corp. | Oaks | PA | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-10 |
Reach out to this advisor