SEI Investments Distribution Co
Firm details
- Headquarters
- Oaks, Pennsylvania
- CRD number
- 10690
- Registered since
- June 25, 1982
- Website
- seic.com
Firm profile
FINTRXOverview
SEI Investments Distribution Co. is organized as a corporation and has been SEC-registered since 1982. FINTRX classifies the firm as unclassified; the dataset notes domestic ownership elements but does not provide a conventional advisory classification or details about client segmentation. The firm is not identified as a capital allocator and does not report multi-state adviser status.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Jennifer Campisi
Chief Compliance OfficerCRD 5299753
Nathan Shetty
Chief Investment OfficerCRD 4285076
Aaron Mcinerney
Deputy Chief Compliance OfficerCRD 2475004
Contacts
3 of 148Alyssa Ballin
AnalystCRD 5417254
Geoffrey Knox
Relationship ManagerCRD 4301055
Tyler Cashiola
Regional DirectorCRD 6472178
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Oaks, PA
Montgomery
Location
Oaks, PA
Headquartered in Oaks, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 1 Freedom Valley Dr
- Time zone
- ET (UTC-5)
- Office locations
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