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Melissa Marie Kretschmer

Investment adviser representative at Sei Investments Management Corp
13 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

13 years in the industry.

  1. Sei Investments Management CorpApr 2019 to now
  2. SeiApr 2019 to now
  3. Sei Investments Distribution Co.Apr 2019 to now
  4. OppenheimerfundsMay 2013 to Apr 2019

Exams passed

  • Series 66 · Uniform Combined State Law2009

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
5165100
Firm CRD
105146
Advisor's SEC record (opens in a new tab)
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