Brian Ronald Barone

Sei Investments Management CORP

18 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementEstate Planning

Sei Investments Management CORP

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

125 advisors

Number of Clients

99,622 clients

Average Client Portfolio

$2.0M average

Assets Under Management

$198.1B

Fee Structure

Financial Planning:Investment management only

Location

Oviedo, FL

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Sei Investments Management CORP

October 2007 - Present · 18 yrs 4 mos

State Registrations2 states

FLPA

Advisor

Exams

No exam information available for this advisor.