Aaron Roger Mcinerney

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

• 07/2013 → 11/2022
  Salient Capital, L.P.
  Houston, TX
• 07/2013 → 11/2022
  Salient Partners, L.P.
  Houston, TX
• 07/2013 → 11/2022
  Salient Capital Advisors, Llc
  Houston, TX
• 08/2017 → 07/2018
  Salient Private Client, Llc
  Houston, TX
• 06/2018 → 11/2022
  Forward Securities, Llc
  Houston, TX
• 03/2023 → Present
  Sei Investments
  Oaks, PA
• 11/2022 → 03/2023
  Unemployed
  Pasadena, TX

Previous Registrations

• 2013-10-22 → 2022-11-18
  Salient Capital Advisors, Llc
  Houston, TX
• 2017-08-11 → 2018-07-26
  Hightower Private Client
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2013-10-21
• S63 Uniform Securities Agent State Law Examination
  2001-02-28