Steven Clarke Treftz
Investment adviser representative at Sei Investments Management Corp
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Sei Investments Management CorpMay 2012 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (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
- 4902656
- Firm CRD
- 105146