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James Toner

Sei Investments Management Corp

Oaks, PA

CRD 8025497

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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 2025-01-03
  • PA RA
    APPROVED
    Since 2025-01-03

Branch Locations

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
Sei Investments Oaks PA 12/2024 Present
Marcus Evans Miami FL 03/2024 09/2024
Symmetry Financial Group Fairfield CT 03/2021 03/2024
Toner Media Fairfield CT 06/2020 03/2021
Fairfield University Fairfield CT 09/2017 05/2020
Unemployed Fairfield CT 09/2024 12/2024
Fairfield Prep Fairfield CT 09/2012 05/2016
Unemployed Fairfield CT 06/2016 09/2017
  • 12/2024 → Present
    Sei Investments
    Oaks, PA
  • 03/2024 → 09/2024
    Marcus Evans
    Miami, FL
  • 03/2021 → 03/2024
    Symmetry Financial Group
    Fairfield, CT
  • 06/2020 → 03/2021
    Toner Media
    Fairfield, CT
  • 09/2017 → 05/2020
    Fairfield University
    Fairfield, CT
  • 09/2024 → 12/2024
    Unemployed
    Fairfield, CT
  • 09/2012 → 05/2016
    Fairfield Prep
    Fairfield, CT
  • 06/2016 → 09/2017
    Unemployed
    Fairfield, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-02
  • S65 Uniform Investment Adviser Law Examination
    2024-11-02

View on SEC IAPD

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