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 is classified in public records as a fund distributor rather than an investment manager or allocator. The entity first registered with the SEC in 1982. Ownership is recorded as a domestic entity/individual structure. The firm is not identified as a capital allocator and does not present itself as a multi-state registered adviser, pension consultant, or related adviser. It is also not characterized as an active ESG investor in the available dataset. Reported business or advisory activities are limited in the record: the firm appears to focus on distribution functions rather than providing discretionary portfolio management or advisory services to end clients.
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 151Alyssa 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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