Role at SEI Investments Management
- Title on Schedule A
- Board Member
- Control
- Sean Simko is a control person of SEI Investments Management.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Sean Simko has held the filed role since February 2026.
The firm
Form ADV filed 1 September 2026
Career on record
Sean Simko has been registered through SEI Investments Management since October 2008.
- – present · 18 yearsOaks, PA · Adviser representative · Firm CRD 105146
- Passed Series 53 · 2002
- Passed Series 7 · 1997
- Passed Series 6 and Series 63 · 1995
Registrations and exams
Sean Simko has a current investment-adviser registration in Pennsylvania and has passed 4 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Pennsylvania | Investment adviser representative | Approved | 21 August 2009 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 25 August 1995 |
| Series 53 | Municipal Securities Principal Examination | 15 January 2002 |
| Series 7 | General Securities Representative Examination | 7 August 1997 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 28 July 1995 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Municipal Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
Individual record
- Full name
- Sean Paul Simko
- CRD
- 2480817
- Registration status
- Investment adviser registration
- Office
- ONE FREEDOM VALLEY DRIVE, Oaks, PA 19456
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Sean Simko is SEI’s Head of Fixed Income Investment Management and oversees fixed-income process, strategy and daily trading. Sean P. Simko, ChFC | SEI INVESTMENTS MANAGEMENT CORP
Education
- MBA, Pennsylvania State University. BS in Business Management, Slippery Rock University.Sean P. Simko, ChFC | SEI INVESTMENTS MANAGEMENT CORP
Credentials and memberships
- Chartered Financial ConsultantSean P. Simko, ChFC | SEI INVESTMENTS MANAGEMENT CORP
Common questions
Where does Sean Simko work?
Sean Simko has been Board Member of SEI Investments Management Corp since February 2026, and is a control person of the firm.
Is Sean Simko a financial advisor?
Yes. Sean Simko has a current investment-adviser registration in Pennsylvania, through SEI Investments Management since October 2008, as of 17 October 2026.
How many years of experience does Sean Simko have?
Sean Simko has worked in the financial industry for 18 years as of 17 October 2026, counted from 13 October 2008, across 1 adviser firm.
What exams has Sean Simko passed?
Sean Simko has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 53. The earliest, the Series 6, was passed in July 1995.
Where is Sean Simko based?
Sean Simko’s registered office is in Oaks, PA.
Leadership at SEI Investments Management
- Michael PetersonSenior Vice President
- Nathan ShettyPresident
- Jennifer CampisiChief Compliance Officer
- Timothy BartoGeneral Counsel
- Bradley LandisBoard Member
- Mark WarnerTreasurer/Controller