Inactive

Cole Peters

Sei Investments Management Corp

CRD 8259914

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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

Authority	Category	Status	Date
PA	RA	APPROVED	2026-04-24

PA RA
APPROVED

Since 2026-04-24

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

Organization	City	State	From	To
Sei Investments Co.	Oaks	PA	04/2026	Present
Sei Investments Co.	Oaks	PA	11/2023	04/2026
Perpay Inc.	Philadelphia	PA	08/2023	11/2023
Education	Philadelphia	PA	08/2022	05/2023
Independence Blue Cross	Philadelphia	PA	06/2022	08/2022
High School	Baldwinsville	NY	01/2016	08/2018
Education	Philadelphia	PA	08/2018	06/2022

04/2026 → Present

Sei Investments Co.

Oaks, PA
11/2023 → 04/2026

Sei Investments Co.

Oaks, PA
08/2023 → 11/2023

Perpay Inc.

Philadelphia, PA
08/2022 → 05/2023

Education

Philadelphia, PA
06/2022 → 08/2022

Independence Blue Cross

Philadelphia, PA
01/2016 → 08/2018

High School

Baldwinsville, NY
08/2018 → 06/2022

Education

Philadelphia, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-03-27

S65 Uniform Investment Adviser Law Examination

2026-03-27

View on SEC IAPD

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