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Peter Zimmerman

Sei Investments Management Corp

Oaks, PA

CRD 8276730

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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 2026-05-20
  • PA RA
    APPROVED
    Since 2026-05-20

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 Co. Oaks PA 05/2026 Present
Penn State University University Park PA 08/2021 05/2025
Howmet Aerospace Pittsburgh PA 05/2024 08/2024
Mercyhurst Preparatory School Erie PA 08/2017 06/2021
Our Lady Christian School Erie PA 05/2016 06/2017
Presque Isle Yellow Bike Erie PA 05/2018 08/2021
Kahkwa Club Erie PA 05/2022 08/2023
Shoreline Bar And Grill Erie PA 05/2023 08/2023
Sei Investments Co. Oaks PA 06/2025 05/2026
  • 05/2026 → Present
    Sei Investments Co.
    Oaks, PA
  • 08/2021 → 05/2025
    Penn State University
    University Park, PA
  • 05/2024 → 08/2024
    Howmet Aerospace
    Pittsburgh , PA
  • 08/2017 → 06/2021
    Mercyhurst Preparatory School
    Erie, PA
  • 05/2016 → 06/2017
    Our Lady Christian School
    Erie, PA
  • 05/2018 → 08/2021
    Presque Isle Yellow Bike
    Erie, PA
  • 05/2022 → 08/2023
    Kahkwa Club
    Erie, PA
  • 05/2023 → 08/2023
    Shoreline Bar And Grill
    Erie, PA
  • 06/2025 → 05/2026
    Sei Investments Co.
    Oaks, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-03
  • S65 Uniform Investment Adviser Law Examination
    2026-04-03

View on SEC IAPD

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