Brian MallenCRD Number: 6062480
Current Firm: Envestnet | Pmc
Brian Mallen (CRD# 6062480) is an Investment Advisor Representative working at Envestnet | Pmc in Chicago, IL and has over 4 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Portfolio Brokerage Services, Inc.||Chicago, IL||Feb 2013 - Current||4|
|Envestnet Asset Management, Inc.||Chicago, IL||Feb 2013 - Current||4|
|Axa Advisors, LLC||New York, NY||Aug 2012 - Feb 2013||< 1|
|Unemployed||Homer Glen, IL||May 2012 - Aug 2012||< 1|
|University Of Illinos-champaign/urbana||Champaign, IL||Aug 2008 - May 2012||3|
|Panduit Corporation||Lockport, IL||Jun 2011 - Aug 2011||< 1|
|Ruffled Feathers Country Club||Lemont, IL||May 2009 - Aug 2009||< 1|
|Ruffled Feathers Country Club||Lemont, IL||Sep 2007 - Aug 2008||< 1|
|Black & Veatch||Burr Ridge, IL||Jul 2006 - Aug 2008||2|
|Lockport High School||Lockport, IL||Aug 2004 - May 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2012|
Total Assets Under Management82,196MILLIONS
Total Number of Accounts428,616ACCOUNTS
Average Account Value$191,771
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- 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
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
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