Donald Edgren has been Limited Partner and Managing Director of Sepio Capital since May 2017, is a control person of the firm and directly owns between 10% and 25% of it.
Sepio Capital, LP is a Salt Lake City, UT firm with $5.64B under management, 295 clients and 18 advisers across 5 offices, as of its April 2026 filing.
Donald Edgren’s longest registration is the current one, 9 years at Sepio Capital since 2017. Before joining Sepio Capital in 2017, Donald Edgren was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley & Co. Incorporated.
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 9 yearsSan Francisco, CA · Adviser representative · Firm CRD 7691
- Morgan Stanley & Co. Incorporated– · 3 yearsSan Francisco, CA · Adviser representative · Firm CRD 8209
Investment adviser representative registrations
Donald Edgren is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from May 2017; the most recent is Texas, in July 2021.
- CaliforniaSince 12 May 2017
- TexasResidentSince 27 July 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 3 | National Commodity Futures Examination | 22 October 2001 |
| Series 66 | Uniform Combined State Law Examination | 24 September 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 September 1999 |
| Series 7 | General Securities Representative Examination | 14 September 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Donald Bradford Edgren
- CRD
- 3271947
- Firm
- Sepio Capital · CRD 285645
- Role
- Limited Partner and Managing Director
- Office
- 3201 DANVILLE BLVD, SUITE 295, Alamo, CA 94507
- Registration
- Investment adviser registration
- In the industry since
- September 1999
- Disciplinary history
- Not yet shown here · SEC record
Where does Donald Edgren work?
Donald Edgren has been Limited Partner and Managing Director of Sepio Capital, LP since May 2017, and is a control person of the firm.
Is Donald Edgren a financial advisor?
Yes. Donald Edgren has a current investment-adviser registration in California and Texas, through Sepio Capital since May 2017.
How many years of experience does Donald Edgren have?
Donald Edgren has 27 years in the financial industry, since September 1999, across 3 adviser firms.
What exams has Donald Edgren passed?
Donald Edgren has passed 4 licensing exams: the Series 7, Series 63, Series 66 and Series 3. The earliest, the Series 7, was passed in September 1999. FINRA credited Donald Edgren with the SIE, which began in October 2018.
Where did Donald Edgren work before Sepio Capital?
Before Sepio Capital, Donald Edgren was registered through Morgan Stanley & Co. Incorporated, September 2004 to April 2008.
Where is Donald Edgren based?
Donald Edgren’s registered office is in Alamo, CA.
Is Donald Edgren registered with FINRA?
No. Donald Edgren has no current broker registration.
How can I verify Donald Edgren’s record?
Search CRD 3271947 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Donald Edgren’s full registration record.