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 registered with the SEC since 1982. FINTRX classifies the firm as "Unclassified" and identifies ownership as a mix of a domestic entity and an individual. The database flags the firm as not operating as a capital allocator and not active on ESG investing. It is also noted as not a multi-state adviser, not a pension consultant, not a related adviser, and not newly formed.
Assets & Accounts
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
2 of 2JENNIFER CAMPISI
Chief Compliance OfficerCRD 5299753
AARON MCINERNEY
Deputy Chief Compliance OfficerCRD 2475004
Contacts
3 of 144ALYSSA 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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