Envestnet Pmc

Envestnet Pmc (CRD# 111694) is a financial advisory firm headquartered in Chicago, IL. They manage $224,722,632,103 in 931,294 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    224,723
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Envestnet Pmc
Showing 31 - 40 of 55 top financial advisors.
31
James B. McGlynn
CRD#: 5007453
35 East Wacker Drive, Suite 2400, Chicago, IL 60601

James McGlynn (CRD# 5007453) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 8 years of experience in the finance industry.

32
Brooke J. McVey
CRD#: 5051700
701 5th Avenue, Suite 1400, Seattle, WA 98104

Brooke McVey (CRD# 5051700) is an Investment Advisor Representative working at Envestnet Pmc in Seattle, WA and has over 14 years of experience in the finance industry. Brooke McVey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

33
Megan L. Mead
CRD#: 5320688
1000 Chesterbrook Blvd., Suite 250, Berwyn, PA 19312

Megan Mead (CRD# 5320688) is an Investment Advisor Representative working at Envestnet Pmc in Berwyn, PA and has over 13 years of experience in the finance industry.

34
Steven D. Misheikis
CRD#: 5651080
35 East Wacker Drive, Suite 2400, Chicago, IL 60601

Steven Misheikis (CRD# 5651080) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 11 years of experience in the finance industry.

35
Scott R. Opper
CRD#: 4735918
35 East Wacker Drive, Suite 2400, Chicago, IL 60601

Scott Opper (CRD# 4735918) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 16 years of experience in the finance industry.

36
Michael A. Pescatore
CRD#: 2765436
75 State Street, Boston, MA 02109

Michael Pescatore (CRD# 2765436) is an Investment Advisor Representative working at Envestnet Pmc in Boston, MA and has over 24 years of experience in the finance industry.

37
Landon H. Portner
CRD#: 6012413
421 Fayetteville St, Suite 1500, Raleigh, NC 27601

Landon Portner (CRD# 6012413) is an Investment Advisor Representative working at Envestnet Pmc in Raleigh, NC and has over 9 years of experience in the finance industry.

38
Todd D. Rais
CRD#: 5800917
35 East Wacker Drive, Suite 2400, Chicago, IL 60601

Todd Rais (CRD# 5800917) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 10 years of experience in the finance industry.

39
Robert W. Riggs
CRD#: 4518969
35 East Wacker Drive, Suite 2400, Chicago, IL 60601

Robert Riggs (CRD# 4518969) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 18 years of experience in the finance industry.

40
Lauren L. Roberts
CRD#: 4965009
35 East Wacker Drive, Suite 2400, Chicago, IL 60601

Lauren Roberts (CRD# 4965009) is an Investment Advisor Representative working at Envestnet Pmc in Chicago, IL and has over 15 years of experience in the finance industry.

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