This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SEI INVESTMENTS MANAGEMENT CORP

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65

First exam

Dec 21, 2023

First registration

Aug 1, 2019

Dual registered

no

Other names

JIM AGASAR|JAMES F. AGASAR

IAPD individual key

5206882

• Occurred

  Jun 28, 2023
  Advisor changed firm

  James Francis Agasar left Meeder Advisory Services, Inc. for Sei Investments Management Corp (registered 2024-01-08)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:fdf7a4e0-1a50-bc8b-63f4-820037568d58

First observed

Aug 1, 2019

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.