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Current Employers
Sei Investments Management Corp

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2019-06-05
  • PA RA
    APPROVED
    Since 2019-06-05

Branch Locations

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

Wading River, NY • 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
Oppenheimerfunds New York NY 05/2013 04/2019
Sei Oaks PA 04/2019 Present
Sei Investments Management Corp Oaks PA 04/2019 Present
Sei Investments Distribution Co. Oaks PA 04/2019 Present
  • 05/2013 → 04/2019
    Oppenheimerfunds
    New York, NY
  • 04/2019 → Present
    Sei
    Oaks, PA
  • 04/2019 → Present
    Oaks, PA
  • 04/2019 → Present
    Sei Investments Distribution Co.
    Oaks, PA
Previous Registrations
  • 2009-02-02 → 2011-05-09
    American Portfolios Advisors, Inc
    Holbrook, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-01-30
  • S66 Uniform Combined State Law Examination
    2009-01-30
Other Names
  • Melissa Marie Wade
  • Melissa Wade Kretschmer

View on SEC IAPD

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