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Joseph Kelly

Sei Investments Management Corp

Oaks, PA

CRD 8097179

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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 2025-09-06
  • PA RA
    APPROVED
    Since 2025-09-06

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 07/2022 Present
Penn State University Happy Valley PA 08/2020 05/2022
United States Marine Corps Jacksonville NC 07/2016 07/2020
  • 07/2022 → Present
    Sei Investments
    Oaks, PA
  • 08/2020 → 05/2022
    Penn State University
    Happy Valley, PA
  • 07/2016 → 07/2020
    United States Marine Corps
    Jacksonville, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-06
  • S65 Uniform Investment Adviser Law Examination
    2025-09-06

View on SEC IAPD

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