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Thomas Peter Pileggi

Investment adviser representative at Sei Investments Management Corp
11 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

11 years in the industry.

  1. Sei Investments Management CorpOct 2022 to now
  2. Sei InvestmentsOct 2022 to now
  3. Brinker Capital Securities LLCMar 2022 to Aug 2022
  4. Orion Portfolio Solutions, LLCMar 2022 to Aug 2022
  5. Pershing LLCAug 2018 to Mar 2022
  6. Efficient AdvisorsJun 2018 to Aug 2018
  7. MsciJul 2017 to Apr 2018
  8. Pershing LLCSep 2011 to Jul 2017

Exams passed

  • Series 66 · Uniform Combined State Law2015

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
5483436
Firm CRD
105146
Advisor's SEC record (opens in a new tab)
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