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Zachary John Button

Sei Investments Management Corp

Oaks, PA

CRD 7840115

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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 2024-02-22
  • PA RA
    APPROVED
    Since 2024-02-22

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 02/2022 Present
The Ygs Group York PA 05/2021 07/2021
Juliana's Restaurant Sinking Spring PA 11/2020 06/2022
Jg Wentworth Radnor PA 09/2020 04/2021
Reading Royals Hockey Team Reading PA 10/2018 06/2019
Pj Whelihan's Restaurant Reading PA 05/2017 05/2018
College Student West Lawn PA 08/2016 09/2020
  • 02/2022 → Present
    Sei Investments
    Oaks, PA
  • 05/2021 → 07/2021
    The Ygs Group
    York, PA
  • 11/2020 → 06/2022
    Juliana's Restaurant
    Sinking Spring, PA
  • 09/2020 → 04/2021
    Jg Wentworth
    Radnor, PA
  • 10/2018 → 06/2019
    Reading Royals Hockey Team
    Reading, PA
  • 05/2017 → 05/2018
    Pj Whelihan's Restaurant
    Reading, PA
  • 08/2016 → 09/2020
    College Student
    West Lawn, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-22
  • S65 Uniform Investment Adviser Law Examination
    2024-02-22
Other Names
  • Zach Button
  • Zachary Button

View on SEC IAPD

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