Paul A. Lehman

SEI INVESTMENTS MANAGEMENT CORP

Austin, TX

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CRD#: 2444502

Professional summary

Paul Andrew Lehman is a registered financial advisor currently at SEI INVESTMENTS MANAGEMENT CORP located in Austin, Texas and SEI INVESTMENTS DISTRIBUTION CO. located in Oaks, Pennsylvania.

Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Paul has worked at 16 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 53, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Andrew Lehman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 16, 2026 - Present

SEI INVESTMENTS MANAGEMENT CORP

RIA

CRD#: 105146

Austin, TX

Current

January 16, 2026 - Present

SEI INVESTMENTS DISTRIBUTION CO.

Office #1: One Freedom Valley Drive, Oaks, PA 19456

CRD#: 10690

Oaks, PA

Past

July 29, 2013 - January 13, 2026

DIMENSIONAL FUND ADVISORS LP

RIA

CRD#: 106482

AUSTIN, TX

Past

July 18, 2013 - January 13, 2026

DFA SECURITIES LLC

CRD#: 10292

AUSTIN, TX

Past

August 10, 2006 - February 26, 2014

FIRST CITIZENS ASSET MANAGEMENT, INC

RIA

CRD#: 140777

COLUMBIA, SC

Past

July 19, 2006 - June 17, 2013

FIRST CITIZENS SECURITIES CORPORATION

CRD#: 140161

COLUMBIA, SC

Past

April 28, 2005 - December 14, 2006

FIRST CITIZENS INVESTOR SERVICES, INC.

RIA

CRD#: 44430

COLUMBIA, SC

Past

April 27, 2005 - December 14, 2006

FIRST CITIZENS INVESTOR SERVICES, INC.

CRD#: 44430

RALEIGH, NC

Past

August 27, 2004 - April 20, 2005

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

BELPRE, OH

Past

August 19, 2004 - April 20, 2005

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

December 8, 2003 - August 13, 2004

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

COLUMBIA, SC

Past

October 1, 2000 - August 13, 2004

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

October 10, 1997 - October 1, 2000

FIRST UNION BROKERAGE SERVICES, INC.

CRD#: 8112

CHARLOTTE, NC

Past

November 25, 1996 - October 6, 1997

KEY INVESTMENTS INC.

CRD#: 15873

CLEVELAND, OH

Past

June 1, 1996 - November 27, 1996

NATCITY INVESTMENTS, INC.

CRD#: 17490

CLEVELAND, OH

Past

April 19, 1996 - December 9, 1996

INDEPENDENT FINANCIAL SECURITIES, INC.

CRD#: 19924

Past

September 20, 1994 - June 1, 1996

NATIONAL CITY INVESTMENTS CORPORATION

CRD#: 17365

Past

July 13, 1994 - September 21, 1994

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

January 18, 1994 - May 2, 1994

MARINER FINANCIAL SERVICES, INC.

CRD#: 8292

LARGO, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SEI INVESTMENTS MANAGEMENT CORP

CRD#: 105146 / SEC#: 801-24593

RIA

Registered Investment Advisory firm - (6/27/1985 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Pennsylvania
(1/16/2026)

IAR

Pennsylvania
(1/26/2026)

Texas
(1/16/2026)

IAR

Texas
(1/16/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/14/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/6/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/17/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 7/24/2006

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 4/21/2006

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 8/19/2005

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

SEI INVESTMENTS MANAGEMENT CORP

CRD#: 105146 / SEC#: 801-24593

RIA

Registered Investment Advisory firm - (6/27/1985 Approved)

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Contact information

Main Address

One Freedom Valley Drive, Oaks, PA 19456

Mailing Address

Phone number

(610) 676-1000

Established

Firm type

Fiscal year end

# of Employees

447

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SIMC FORM ADV PART 2A - INDEPENDENT ADVISOR SOLUTIONS BY SEI (2/2/2026)

SIMC WRAP FEE BROCHURE - MANAGED ACCOUNT SOLUTIONS (INDEPENDENT ADVISOR SOLUTIONS BY SEI) (12/22/2025)

SIMC FORM ADV PART 2A - SEI PRIVATE WEALTH MANAGEMENT (10/31/2025)

SIMC FORM ADV PART 2A - SEI INSTITUTIONAL GROUP (10/31/2025)

SIMC FORM ADV PART 2A - SEI PRIVATE BANKING (10/31/2025)

SIMC WRAP FEE BROCHURE - MANAGED ACCOUNT SOLUTIONS (PRIVATE WEALTH MANAGEMENT) (3/31/2025)

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	Cover Page	Report
01/27/2025	Cover Page	Report
10/25/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Paul A. Lehman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Andrew Lehman's CRS (Customer Relationship Summary).

Certified licenses

Experience

SEI INVESTMENTS DISTRIBUTION CO.

DIMENSIONAL FUND ADVISORS LP

DFA SECURITIES LLC

FIRST CITIZENS ASSET MANAGEMENT, INC

FIRST CITIZENS SECURITIES CORPORATION

FIRST CITIZENS INVESTOR SERVICES, INC.

FIRST CITIZENS INVESTOR SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

FIRST UNION BROKERAGE SERVICES, INC.

KEY INVESTMENTS INC.

NATCITY INVESTMENTS, INC.

INDEPENDENT FINANCIAL SECURITIES, INC.

NATIONAL CITY INVESTMENTS CORPORATION

CITIGROUP GLOBAL MARKETS INC.

MARINER FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

SEI INVESTMENTS MANAGEMENT CORP

State Registrations and Notice Filings

Exams

Series 65

Date: 8/14/1997

Series 63

Date: 4/6/1994

SIE

Date: 10/1/2018

Series 7

Date: 1/17/1994

Series 53

Date: 7/24/2006

Series 4

Date: 4/21/2006

Series 24

Date: 8/19/2005

FINRA

Current Firm

SEI INVESTMENTS MANAGEMENT CORP

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SEI INVESTMENTS MANAGEMENT CORP

TRUST BUT VERIFY

Contact information

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