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Frank Michael Byrd

Sei Investments Management Corp

Oaks, PA

West Chester, PA

CRD 2160864

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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 2009-05-22
  • PA RA
    APPROVED
    Since 2009-05-22

Branch Locations

One Freedom Valley Drive, Oaks, PA 19456 • United States

West Chester, PA • 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 Dist Co. Oaks PA 08/2007 Present
Sei Investments Management Corporation Oaks PA 08/2007 Present
  • 08/2007 → Present
    Sei Investments Dist Co.
    Oaks, PA
  • 08/2007 → Present
    Sei Investments Management Corporation
    Oaks, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-05-06
S63 Uniform Securities Agent State Law Examination 1991-08-09
  • S66 Uniform Combined State Law Examination
    2005-05-06
  • S63 Uniform Securities Agent State Law Examination
    1991-08-09

View on SEC IAPD

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