CB
CFA

Christopher Layton Barlow

23 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
54 advisors
Number of Clients
2,021,610 clients
Average Client Portfolio
$263K average
Assets Under Management
$532.2B

Fee Structure

Minimum Investment:$250K

This firm provides investment management services to advisors, who then work with their clients. Envestnet does not directly set fees for clients. Clients should consult their advisor's Form ADV Part 2 for a description of the advisor's specific use of Envestnet and the programs, including fee information. Envestnet may receive fees from fund families or third-party model providers, creating potential conflicts of interest.

Areas of Practice
Investment Management
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Advisor Information

Office location

150 North Riverside Plaza , Suite 2050, Chicago, IL, 60606

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Envestnet Pmc
January 2025 - Present · 1 yr
Previous Registrations
Meeder Advisory Services, INC.
January 2023 - January 2024 · 1 yr
Meeder Distribution Services, INC.Broker
November 2022 - January 2024 · 1 yr 2 mos
BMO Asset Management CORP.
February 2021 - February 2022 · 1 yr
Foreside Financial Services, LLCBroker
January 2020 - December 2021 · 1 yr 11 mos
BMO Asset Management CORP.
January 2016 - December 2020 · 4 yrs 11 mos
BMO Investment Distributors, LLCBroker
December 2014 - December 2019 · 5 yrs
Russell Financial Services, Inc., Part of Russell InvestmentsBroker
April 2011 - September 2014 · 3 yrs 5 mos
Wells Fargo Funds Management, LLC
January 2007 - April 2011 · 4 yrs 3 mos
Wells Fargo Funds Distributor, LLCBroker
January 2007 - April 2011 · 4 yrs 3 mos
Oppenheimerfunds Distributor, INC.Broker
August 2006 - January 2007 · 5 mos
Enterprise Fund Distributors, INC.Broker
January 2005 - July 2006 · 1 yr 6 mos
Strong Capital Management INC
January 2001 - January 2005 · 4 yrs
Strong Investments, INC.Broker
July 2000 - January 2005 · 4 yrs 6 mos
State Registrations2 states
ILUT
Advisor
Exams
No exam information available for this advisor.