Darren Chen

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

• 04/2022 → 12/2022
  Florida Financial Advisors Dba Tristate Financial Advisors
  Philadelphia, PA
• 09/2019 → 03/2020
  Mount Construction
  Berlin, NJ
• 09/2018 → 03/2019
  City Of Philadelphia
  Philadelphia, PA
• 03/2012 → 06/2017
  Student
  Philadelphia, PA
• 06/2017 → 09/2018
  Student
  Philadelphia, PA
• 03/2019 → 09/2019
  Student
  Philadelphia, PA
• 03/2000 → 09/2021
  Student
  Philadelphia, PA
• 09/2021 → 04/2022
  Unemployed
  Philadelphia, PA
• 01/2023 → Present
  Sei Investments
  Oaks, PA

Previous Registrations

• 2022-04-11 → 2022-12-14
  Florida Financial Advisors, Llc
  Philadelphia, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-25