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Aaron Roger McInerney

Investment Adviser Representative at SEI INVESTMENTS MANAGEMENT CORP

Houston, TXCRD #2475004Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
States Registered
2 states
Exams Passed
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Aaron Roger Mcinerney has worked in the securities industry since 2002. They are registered to provide investment advisory services in Pennsylvania and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
PennsylvaniaTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/21/2013
Series 63
Uniform Securities Agent State Law Examination
Passed 2/28/2001
Series 57
Securities Trader Exam
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 55
Limited Representative-Equity Trader Exam
Passed 6/14/2010
Series 7
General Securities Representative Examination
Passed 12/20/2000
Series 24
General Securities Principal Examination
Passed 10/17/2001

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $25,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

SEI Investments Management Corp Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SEI INVESTMENTS DISTRIBUTION CO.Current
3/29/2023Houston, TX
SEI INVESTMENTS MANAGEMENT CORPCurrent
3/29/2023Houston, TX
SALIENT CAPITAL ADVISORS, LLC
10/22/201311/18/2022Houston, TX
SALIENT PRIVATE CLIENT, LLC
8/11/20177/26/2018Houston, TX

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Aaron Roger McInerney has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Aaron Roger McInerney - Financial Advisor in Houston, TX | AdvisorFinder