Megan Ann Allen

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2017 → 01/2019
  Sei Investments
  Oaks, PA
• 09/2015 → 10/2017
  Homemaker
  Ardmore, PA
• 10/2017 → 09/2023
  Sei Investments
  Oaks, PA
• 09/2023 → Present
  Sei Investments
  Oaks, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-07
• S63 Uniform Securities Agent State Law Examination
  2019-04-26

Other Names

• Megan Ann Gallagher
• Megan Allen
• Megan Ann Allen
• Megan A Allen