Tatiana C. Eckel

SEI INVESTMENTS MANAGEMENT CORP

Oaks, PA 19456

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CRD#: 5917234

Professional summary

Tatiana Cristina Parave Eckel, who also goes by Tatiana C Eckel, Tatiana Cristina Paravela Eckel, Tatiana Eckel, Tatiana C Paravela, is a registered financial advisor currently at SEI INVESTMENTS MANAGEMENT CORP located in Oaks, Pennsylvania and SEI INVESTMENTS DISTRIBUTION CO. located in Oaks, Pennsylvania.

Tatiana is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Tatiana has worked at 13 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tatiana C Eckel | Tatiana Cristina Paravela Eckel | Tatiana Eckel | Tatiana C Paravela

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 Tatiana Cristina Parave Eckel'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 25, 2024 - Present

SEI INVESTMENTS MANAGEMENT CORP

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

RIA

CRD#: 105146

Oaks, PA

Current

January 25, 2024 - Present

SEI INVESTMENTS DISTRIBUTION CO.

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

CRD#: 10690

Oaks, PA

Past

December 1, 2022 - February 15, 2024

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Radnor, PA

Past

December 1, 2022 - February 15, 2024

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Radnor, PA

Past

October 12, 2022 - September 7, 2023

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

Radnor, PA

Past

October 12, 2022 - February 15, 2024

TD AMERITRADE, INC.

CRD#: 7870

Radnor, PA

Past

April 28, 2020 - September 29, 2022

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

KING OF PRUSSIA, PA

Past

April 22, 2020 - September 28, 2022

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

KING OF PRUSSIA, PA

Past

December 17, 2018 - April 20, 2020

STANCORP INVESTMENT ADVISERS, INC.

RIA

CRD#: 110228

Portland, OR

Past

December 6, 2018 - April 20, 2020

STANCORP EQUITIES, INC.

CRD#: 19517

PORTLAND, OR

Past

September 22, 2017 - September 18, 2018

AUGUSTAR DISTRIBUTORS, INC.

CRD#: 41081

CINCINNATI, OH

Past

September 25, 2014 - August 29, 2017

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Past

December 23, 2013 - October 3, 2014

MORGAN STANLEY

RIA

CRD#: 149777

VOORHEES, NJ

Past

October 29, 2013 - October 3, 2014

MORGAN STANLEY

CRD#: 149777

VOORHEES, NJ

Past

May 20, 2011 - July 16, 2013

PRUCO SECURITIES, LLC.

CRD#: 5685

MARLTON, NJ

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
(1/25/2024)

IAR

Pennsylvania
(1/25/2024)

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 66

Date: 12/23/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/18/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/29/2013

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/18/2011

Investment Company Products/Variable Contracts Representative 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 (8/15/2025)

SIMC FORM ADV PART 2A - SEI PRIVATE BANKING (3/31/2025)

SIMC WRAP FEE BROCHURE - MANAGED ACCOUNT SOLUTIONS (INDEPENDENT ADVISOR SOLUTIONS BY SEI) (3/31/2025)

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

SIMC FORM ADV PART 2A - SEI INSTITUTIONAL GROUP (3/31/2025)

SIMC FORM ADV PART 2A - SEI 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
01/27/2023	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.

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Firm Stability Insights

Tatiana C. Eckel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tatiana Cristina Parave Eckel's CRS (Customer Relationship Summary).

Certified licenses

Experience

SEI INVESTMENTS DISTRIBUTION CO.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

STANCORP INVESTMENT ADVISERS, INC.

STANCORP EQUITIES, INC.

AUGUSTAR DISTRIBUTORS, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

MORGAN STANLEY

MORGAN STANLEY

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

SEI INVESTMENTS MANAGEMENT CORP

State Registrations and Notice Filings

Exams

Series 66

Date: 12/23/2013

SIE

Date: 9/18/2018

Series 7

Date: 10/29/2013

Series 6

Date: 5/18/2011

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

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