Brian David Bono

CFA

Sei Investments Management CORP

19 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

One Freedom Valley Drive, Oaks, PA, 19456

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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

June 2012 - Present · 13 yrs 8 mos

Previous Registrations

Park Avenue Securities LLC

February 2010 - June 2012 · 2 yrs 4 mos

Brinker Capital INC

June 2006 - September 2009 · 3 yrs 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.