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Edward Connor Millay

Investment Adviser Representative at SEI Investments Management Corp

Bellevue, KYCRD #7110825Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
Exams Passed
3

Professional summary

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

Edward Connor Millay is an investment adviser representative with SEI Investments Management Corp in Bellevue, KY, where they have been registered since 2022. They have worked in the securities industry since 2019 and were previously registered with Orion Portfolio Solutions, LLC. They have passed 3 industry qualification exams, including the Series 65 (investment adviser) and Series 7 (general securities representative). They are registered to provide investment advice in Kentucky and Pennsylvania.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Kentucky, Pennsylvania

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/23/2019
Series 7
General Securities Representative Examination
Passed 7/29/2022
SIE
Securities Industry Essentials Examination
Passed 2/11/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

SEI Investments Distribution Co.Current
10/26/2022 – Bellevue, KY
SEI Investments Management CorpCurrent
10/26/2022 – Bellevue, KY
Orion Portfolio Solutions, LLC
8/23/2019 – 9/1/2022Hebron, KY

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About SEI Investments Management Corp

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
  • Performance-based fees
Firm account minimum
$25,000,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

End-to-end solutions that simplify the complexities of financial services, connecting every part of operations.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops
Firm areas of expertise
Financial ServicesAsset ManagementWealth ManagementInstitutional InvestingAIOperationsFinancial Technology

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsInvestment CompaniesPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
126
Offices listed on AdvisorFinder:
4
Main office:
Oaks, PA
SEC file number:
801-24593

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 1, 2026

View full firm profile

Other advisors at SEI Investments Management Corp

Showing 12 of 126 in the directory

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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. Edward Connor Millay 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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