Andrew Brick, financial advisor Berwyn PA

Andrew Brick

CRD Number: 6157334
Current Firm: Envestnet Pmc

Andrew Brick (CRD# 6157334) is an Investment Advisor Representative working at Envestnet Pmc in Berwyn, PA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Envestnet Analytics Berwyn, PA Jun 2019 - Current 2
Envestnet Asset Management, Inc. Berwyn, PA Jun 2019 - Current 2
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
Sei Investments Oaks, PA Nov 2009 - Dec 2012 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2013
S63 Uniform Securities State Law Examination Feb 2016
Contact Info for Andrew D. Brick
Phone Number: 312-827-2800
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    224,723
    MILLIONS
  • Total Number of Accounts
    931,294
    ACCOUNTS
  • Average Account Value
    $241,301
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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