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Kevin Patrick Barr

SEI INVESTMENTS MANAGEMENT CORP·OAKS, Pennsylvania
SIE, Series 3, Series 7, Series 24, Series 63Clean recordSEI INVESTMENTS MANAGEMENT CORP
ONE FREEDOM VALLEY DRIVE, OAKS, PA 19456CRD# 4704748Firm CRD# 105146

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Patrick Barr · OAKS, PA
Registration
CRD #4704748 · SEI INVESTMENTS MANAGEMENT CORP
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
SEI INVESTMENTS MANAGEMENT CORP
CRD 105146 · SEC 801-24593
AUM
$194.8B
Regulatory assets under management
Employees
411
93,301 client accounts
Services offered by SEI INVESTMENTS MANAGEMENT CORP
Per Form ADV
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at SEI INVESTMENTS MANAGEMENT CORP →
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04

Frequently Asked Questions

What services does Kevin Patrick Barr offer?
Kevin Patrick Barr specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in OAKS, Pennsylvania for a consultation.
What are Kevin Patrick Barr's credentials?
Kevin Patrick Barr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Patrick Barr located?
Kevin Patrick Barr is based in OAKS, Pennsylvania, working with SEI INVESTMENTS MANAGEMENT CORP. Their office serves clients in the OAKS metropolitan area and surrounding communities.
How does Kevin Patrick Barr charge for services?
Kevin Patrick Barr's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SEI INVESTMENTS MANAGEMENT CORP?
SEI INVESTMENTS MANAGEMENT CORP has approximately 411 employees and manages $194.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SEI INVESTMENTS MANAGEMENT CORP

Jennifer Hickman Campisi
OAKS, PA
Wayne Montgomery Withrow
OAKS, PA
Paul Francis Klauder
OAKS, PA

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Nearby cities in Pennsylvania
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Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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