Sydney Stein
Investment adviser representative at Sei Investments Management Corp
13 yearsExperience
1 stateRegistered in
$216.4BFirm assets
41 yearsFirm in business
Are you Sydney Stein? Claim your profile
Contact this firm
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.
- Sei Investments Management CorpDec 2024 to now
- Sei InvestmentsJun 2021 to now
- Northwestern MutalAug 2020 to Mar 2021
- Saint Joseph's UniversityAug 2017 to May 2021
- Peter Becker Community - Maplewood EstatesAug 2014 to Dec 2017
- Mount Saint Joseph's AcademyAug 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7278526
- Firm CRD
- 105146