Julie L. Seifert
Professional summary
Julie Lynn Seifert, who also goes by Julie Lynn Robbins, Julie Lynn Siefert, is a registered financial advisor currently at SEI INVESTMENTS MANAGEMENT CORP located in Cincinnati, Ohio and SEI INVESTMENTS DISTRIBUTION CO. located in Oaks, Pennsylvania.
Julie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Julie has worked at 7 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Julie Lynn Seifert's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 20, 2022 - Present
SEI INVESTMENTS MANAGEMENT CORP
October 19, 2022 - Present
SEI INVESTMENTS DISTRIBUTION CO.
Office #1: One Freedom Valley Drive, Oaks, PA 19456September 5, 2018 - October 10, 2022
LINCOLN INVESTMENT
September 5, 2018 - October 10, 2022
LINCOLN INVESTMENT
February 12, 2015 - February 26, 2018
LINCOLN INVESTMENT
February 12, 2015 - February 26, 2018
LINCOLN INVESTMENT
May 31, 2005 - November 24, 2014
SIMPLY MONEY ADVISORS
February 10, 2005 - November 21, 2013
OSAIC WEALTH, INC.
July 16, 2001 - February 1, 2005
KEYBANC CAPITAL MARKETS INC.
May 9, 1995 - July 27, 1999
CITIGROUP GLOBAL MARKETS INC.
Primary Firm SEC Registration
SEI INVESTMENTS MANAGEMENT CORP
CRD#: 105146 / SEC#: 801-24593
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/19/2022)
(10/20/2022)
(10/19/2022)
(10/20/2022)
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationFINRA
Current Firm
SEI INVESTMENTS MANAGEMENT CORP
CRD#: 105146 / SEC#: 801-24593
Contact information
SEC notice filing (53 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 99,603 |
| AUM (Assets Under Management) | $ 198,143,431,156 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 01/27/2025 | ||
| 10/25/2023 | ||
| 01/27/2023 |
Red Flags
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