Andrew Brick (CRD# 6157334) is an Investment Advisor Representative working at Envestnet Pmc in Berwyn, PA and has over 10 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Envestnet Analytics | Berwyn, PA | Jun 2019 - Current | 4 |
| Envestnet Asset Management, Inc. | Berwyn, PA | Jun 2019 - Current | 4 |
| Bancorp Bank | Wilmington, DE | Sep 2017 - May 2019 | 1 |
| Lincoln Financial Distributors | Radnor, PA | Jan 2016 - Aug 2017 | 1 |
| Marketcounsel | Englewood, NJ | Jun 2015 - Jan 2016 | < 1 |
| Sei Investment Management Company | Oaks, PA | Dec 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2013 |
| S63 | Uniform Securities State Law Examination | Feb 2016 |
- PA
-
Total Assets Under Management426,072MILLIONS
-
Total Number of Accounts1,821,809ACCOUNTS
-
Average Account Value$233,873
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
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