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Patrick Joseph Troy

Sei Investments Management Corp

Oaks, PA

CRD 8108835

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

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 06/2025 Present
Sei Investments Lansdale PA 06/2024 08/2024
Braccia Builders Inc. Horsham PA 05/2022 08/2023
Cedarbrook Country Club Blue Bell PA 06/2020 08/2021
Full Time Eduation Lansdale PA 09/2008 05/2025
  • 06/2025 → Present
    Sei Investments
    Oaks, PA
  • 06/2024 → 08/2024
    Sei Investments
    Lansdale, PA
  • 05/2022 → 08/2023
    Braccia Builders Inc.
    Horsham, PA
  • 06/2020 → 08/2021
    Cedarbrook Country Club
    Blue Bell, PA
  • 09/2008 → 05/2025
    Full Time Eduation
    Lansdale, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-28
  • S65 Uniform Investment Adviser Law Examination
    2025-05-28
Other Names
  • Patrick Troy

View on SEC IAPD

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