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Andrew Humphrey

Sei Investments Management Corp

Oaks, PA

CRD 8022564

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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 2024-12-17
  • PA RA
    APPROVED
    Since 2024-12-17

Branch Locations

One Freedom Valley Drive, Oaks, PA 19456 • 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 Investments Oaks PA 07/2023 Present
Archer Ims Berwyn PA 06/2022 01/2023
Lenape Pizza West Chester PA 08/2018 01/2022
Northbrook Marketplace West Chester PA 06/2017 07/2018
Ice Line West Chester PA 12/2014 04/2017
Njit Newark NJ 08/2019 05/2023
  • 07/2023 → Present
    Sei Investments
    Oaks, PA
  • 06/2022 → 01/2023
    Archer Ims
    Berwyn, PA
  • 08/2018 → 01/2022
    Lenape Pizza
    West Chester, PA
  • 06/2017 → 07/2018
    Northbrook Marketplace
    West Chester, PA
  • 12/2014 → 04/2017
    Ice Line
    West Chester, PA
  • 08/2019 → 05/2023
    Njit
    Newark, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-30
  • S65 Uniform Investment Adviser Law Examination
    2024-10-30

View on SEC IAPD

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