SEI Investments Distribution Co

Broker-DealerFINRA MemberEst. 1982
Total AUM
Advisory reps
148
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 has been registered with the SEC since 1982. FINTRX records list its ownership as a combination of a domestic entity and an individual and classify the firm as unclassified. Available profile fields indicate the firm does not operate as a capital allocator, is not identified as an active ESG investor, and is not recorded as a multi-state adviser. It is also not listed as a pension consultant or as a related adviser. Specific descriptions of the firm’s advisory or business activities and its client segmentation are not provided in the source data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Jennifer Campisi

    Jennifer Campisi

    Chief Compliance OfficerCRD 5299753

  • Aaron Mcinerney

    Aaron Mcinerney

    Deputy Chief Compliance OfficerCRD 2475004

Contacts

3 of 146
  • Alyssa Ballin

    AnalystCRD 5417254

  • Geoffrey Knox

    Geoffrey Knox

    Relationship ManagerCRD 4301055

  • Tyler Cashiola

    Regional DirectorCRD 6472178

Unlock 143 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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