Best Investors Account Sign in
Inactive

Keith Patrick Carra

Sei Investments Management Corp

Oaks, PA

Newtown Square, PA

CRD 7935882

Claim This Profile
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 2024-06-24
  • PA RA
    APPROVED
    Since 2024-06-24

Branch Locations

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

Newtown Square, PA • 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 06/2024 Present
Sei Investments Oaks PA 06/2023 08/2023
Dakota Philadelphia PA 06/2022 08/2022
Waynesborough Country Club Paoli PA 06/2021 10/2021
Pa Roughriders Lacrosse Club Philadelphia PA 06/2021 10/2021
Villanova University Villanova PA 08/2020 05/2024
N/A Philadelphia PA 01/2014 06/2021
N/A Philadelphia PA 10/2021 06/2022
N/A Philadelphia PA 08/2022 06/2023
N/A Philadelphia PA 08/2023 06/2024
  • 06/2024 → Present
    Sei Investments
    Oaks, PA
  • 06/2023 → 08/2023
    Sei Investments
    Oaks, PA
  • 06/2022 → 08/2022
    Dakota
    Philadelphia, PA
  • 06/2021 → 10/2021
    Waynesborough Country Club
    Paoli, PA
  • 06/2021 → 10/2021
    Pa Roughriders Lacrosse Club
    Philadelphia, PA
  • 08/2020 → 05/2024
    Villanova University
    Villanova, PA
  • 01/2014 → 06/2021
    N/A
    Philadelphia, PA
  • 10/2021 → 06/2022
    N/A
    Philadelphia, PA
  • 08/2022 → 06/2023
    N/A
    Philadelphia, PA
  • 08/2023 → 06/2024
    N/A
    Philadelphia, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-10
  • S65 Uniform Investment Adviser Law Examination
    2024-05-10
Other Names
  • Keith Carra

View on SEC IAPD

More in Oaks, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor