Brendan Smith
Investment adviser representative at Sei Investments Management Corp
12 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
12 years in the industry.
- Sei Investments Management CorpJun 2024 to now
- Sei InvestmentsSep 2019 to now
- UnemployedMay 2019 to Sep 2019
- Brown UniversityOct 2016 to May 2019
- Synergis EducationDec 2014 to Nov 2016
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
- 7750910
- Firm CRD
- 105146