Kristin Conlon
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 CorpJul 2023 to now
- Citizens Financial Group Inc.May 2022 to Aug 2022
- Hartford Funds Management Group Inc.Feb 2022 to May 2022
- Exelon CorporationMay 2021 to Aug 2021
- Pennsylvania State UniversityAug 2019 to May 2023
- West Chester School DistrictJul 2014 to Aug 2019
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
- 7966233
- Firm CRD
- 105146