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Logan William Schwartz

Sei Investments Management Corp

Oaks, PA

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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 2023-03-31
  • PA RA
    APPROVED
    Since 2023-03-31

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 06/2022 Present
Student At Conestoga High School Berwyn PA 07/2014 05/2018
University Of Delaware Newark DE 08/2018 06/2022
Sei Investments Oaks PA 06/2021 08/2021
  • 06/2022 → Present
    Sei Investments
    Oaks, PA
  • 07/2014 → 05/2018
    Student At Conestoga High School
    Berwyn, PA
  • 08/2018 → 06/2022
    University Of Delaware
    Newark, DE
  • 06/2021 → 08/2021
    Sei Investments
    Oaks, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-31
  • S65 Uniform Investment Adviser Law Examination
    2023-03-31

View on SEC IAPD

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