BC
CFP
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
1000 Chesterbrook Blvd, #250, Berwyn, PA, 19312
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Envestnet Pmc
May 2023 - Present · 2 yrs 8 mos
Previous Registrations
Blackrock Investment Management, LLC
March 2017 - August 2021 · 4 yrs 5 mos
Blackrock Investments, LLCBroker
March 2017 - August 2021 · 4 yrs 5 mos
UBS Financial Services INC. Broker
August 2013 - March 2017 · 3 yrs 7 mos
UBS Financial Services INC.
August 2013 - March 2017 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2011 - July 2013 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
March 2011 - July 2013 · 2 yrs 4 mos
State Registrations2 states
ILPA
Advisor
Exams
No exam information available for this advisor.