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AM

Anita Muduli

SEI INVESTMENTS DISTRIBUTION CO.
Oaks, PA 19456
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CRD#: 6469205
AM

Professional summary


Anita Muduli is a registered financial professional currently at SEI INVESTMENTS DISTRIBUTION CO. located in Oaks, Pennsylvania.

Anita is registered as a RR (Registered Representative) and started their career in finance in 2015. Anita has worked at 4 firms and has passed the Series 7TO, SIE and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
No

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) - BD


Click below to view Anita Muduli's 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

March 27, 2026 - Present

SEI INVESTMENTS DISTRIBUTION CO.

Office #1: One Freedom Valley Drive, Oaks, PA 19456
BD
CRD#: 10690
Oaks, PA
Past

November 24, 2025 - April 10, 2026

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

November 24, 2025 - April 10, 2026

PERSHING ADVISOR SOLUTIONS LLC

BD
CRD#: 36671
JERSEY CITY, NJ
Past

June 24, 2015 - May 3, 2016

FIRST REPUBLIC SECURITIES COMPANY, LLC

BD
CRD#: 105108
NEW YORK, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 7TO
Date: 11/24/2025
General Securities Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


SI
SEI INVESTMENTS DISTRIBUTION CO.
SEI FINANCIAL SERVICES COMPANY | SEI INVESTMENTS DISTRIBUTION CO.

CRD#: 10690 / SEC#: , 8-27897

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
One Freedom Valley Drive, Oaks, PA 19456
Mailing Address
One Freedom Valley Drive, Oaks, PA 19456
Phone number
(610) 676-1000
Established
Pennsylvania since 07/20/1981
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Documents


Direct owners and executive officers


NamePositionCRD#
SEI INVESTMENTS COMPANYSHAREHOLDER
CAMPISI, JENNIFER HICKMANCHIEF COMPLIANCE OFFICER, ASST SECRETARY5299753
COARY, JOHN PATRICKTREASURER, CFO2551648
CORKERY, HEATHER MAJCZANDIRECTOR6896886
GARCIA, GABRIELDIRECTOR2500963
HUM, ROBERT MDIRECTOR, PRESIDENT, CEO5716140
MCGHIN, JASON MICHAELCOO3119188
MUNCH, JOHN CHARLESSECRETARY, GENERAL COUNSEL4739576

Disclosures


Regulatory Event4

Red Flags


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Company Information


SEI INVESTMENTS DISTRIBUTION CO.

CRD#: 10690Oaks, PA 19456

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