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Steven Ryan Miller

Investment adviser representative at Sei Investments Management Corp
16 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

16 years in the industry.

  1. Sei Investments Management CorpSep 2022 to now
  2. Sei Investments Distribution CoApr 2008 to now
  3. Sei Investments Managment CorpJul 2007 to now
  4. Sei InvestmentsJul 2006 to now
  5. GeowealthJan 2022 to Sep 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law2001
  • Series 66 · Uniform Combined State Law2006

State registrations

Registered as an investment adviser representative in 2 states (IL, PA).

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
4478794
Firm CRD
105146
Advisor's SEC record (opens in a new tab)
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