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Brendan Smith

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 2024-06-17
  • PA RA
    APPROVED
    Since 2024-06-17

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 09/2019 Present
Philadelphia University Philadelphia PA 08/2013 10/2016
Synergis Education Philadelphia PA 12/2014 11/2016
Brown University Providence RI 10/2016 05/2019
Unemployed Drexel Hill PA 05/2019 09/2019
  • 09/2019 → Present
    Sei Investments
    Oaks, PA
  • 08/2013 → 10/2016
    Philadelphia University
    Philadelphia, PA
  • 12/2014 → 11/2016
    Synergis Education
    Philadelphia, PA
  • 10/2016 → 05/2019
    Brown University
    Providence, RI
  • 05/2019 → 09/2019
    Unemployed
    Drexel Hill, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-15
  • S65 Uniform Investment Adviser Law Examination
    2024-06-15

View on SEC IAPD

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