Nathaniel Jermaine Poole
Investment adviser representative at Sei Investments Management Corp
10 yearsExperience
2 statesRegistered in
$216.4BFirm assets
41 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Sei Investments Management CorpJun 2025 to now
- Sei Investments Inc.Jun 2025 to now
- UnemployedMay 2024 to May 2025
- Morningstar Investment Services LLCMay 2018 to May 2024
- Cetera Advisor NetworksSep 2017 to May 2018
- Cwm, LLC dba Carson Institutional AllianceSep 2017 to May 2018
- Symmetry Partners, LLCAug 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Sei Investments Management Corp
$216.4BAssets managed
112,646Clients
126Advisers
41 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3277907
- Firm CRD
- 105146