Logan William Schwartz
Investment adviser representative at Sei Investments Management Corp
12 yearsExperience
1 stateRegistered in
$216.4BFirm assets
41 yearsFirm in business
Are you Logan William Schwartz? 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
12 years in the industry.
- Sei Investments Management CorpMar 2023 to now
- Sei InvestmentsJun 2022 to now
- Sei InvestmentsJun 2021 to Aug 2021
- University of DelawareAug 2018 to Jun 2022
- Student At Conestoga High SchoolJul 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7712259
- Firm CRD
- 105146