SEI Investments Distribution Co

Broker-DealerFINRA MemberEst. 1982
Total AUM
Advisory reps
154
Avg account
$0

Firm details

Headquarters
Oaks, Pennsylvania
CRD number
10690
Registered since
June 25, 1982
Website
seic.com

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Jennifer Campisi

    Jennifer Campisi

    Chief Compliance OfficerCRD 5299753

  • Nathan Shetty

    Nathan Shetty

    Chief Investment OfficerCRD 4285076

  • Aaron Mcinerney

    Aaron Mcinerney

    Deputy Chief Compliance OfficerCRD 2475004

Contacts

3 of 151
  • Alyssa Ballin

    AnalystCRD 5417254

  • Geoffrey Knox

    Geoffrey Knox

    Relationship ManagerCRD 4301055

  • Tyler Cashiola

    Regional DirectorCRD 6472178

Unlock 148 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth