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Kevin Scott Brandenburg

Sei Investments Management Corp

Fort Mill, SC

Oaks, PA

CRD 2441262

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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 2024-08-05
SC RA APPROVED 2024-08-05
  • PA RA
    APPROVED
    Since 2024-08-05
  • SC RA
    APPROVED
    Since 2024-08-05

Branch Locations

Fort Mill, SC • United States

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
Pershing Advisor Solutions Llc Charlotte NC 09/2015 04/2024
Pershing Llc Charlotte NC 04/2022 04/2024
Sei Investments Oaks PA 05/2024 Present
  • 09/2015 → 04/2024
    Pershing Advisor Solutions Llc
    Charlotte, NC
  • 04/2022 → 04/2024
    Pershing Llc
    Charlotte, NC
  • 05/2024 → Present
    Sei Investments
    Oaks, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-05
S63 Uniform Securities Agent State Law Examination 1995-12-05
  • S65 Uniform Investment Adviser Law Examination
    2024-08-05
  • S63 Uniform Securities Agent State Law Examination
    1995-12-05

View on SEC IAPD

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