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Thomas Michael Frederick

Investment adviser representative at Sei Investments Management Corp
10 yearsExperience
18 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.

  1. Sei Investments Management CorpApr 2016 to now

Exams passed

  • Series 66 · Uniform Combined State Law2002
  • Series 65 · Uniform Investment Adviser Law2016

State registrations

Registered as an investment adviser representative in 18 states (CT, DC, DE, FL, GA, IL, LA, MA, MD, MO, NC, NH, NJ, NY, OH, PA, TX, VA).

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
4567070
Firm CRD
105146
Advisor's SEC record (opens in a new tab)
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