Cole Peters
Investment adviser representative at Sei Investments Management Corp
10 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
10 years in the industry.
- Sei Investments Management CorpApr 2026 to now
- Sei Investments Co.Nov 2023 to now
- Perpay Inc.Aug 2023 to Nov 2023
- EducationAug 2022 to May 2023
- Independence Blue CrossJun 2022 to Aug 2022
- EducationAug 2018 to Jun 2022
- High SchoolJan 2016 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8259914
- Firm CRD
- 105146