TrueAdvisor
TrueAdvisor
AS
AS

Andrew Bartholomeo Simonetti

Envestnet Portfolio Solutions, INC.
25 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Envestnet Portfolio Solutions, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
129,586 clients
Average Client Portfolio
$226K average
Assets Under Management
$29.3B

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only

Location

150 North Riverside Plaza , Suite 2050, Chicago, IL, 60606

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History

Regulatory 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.

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Employment History
Current Registrations
Envestnet Portfolio Solutions, INC.
January 2011 - Present · 15 yrs 1 mo
Previous Registrations
Portfolio Brokerage Services, INC.Broker
February 2012 - February 2020 · 8 yrs
Quasar Distributors, LLCBroker
April 2011 - December 2011 · 8 mos
Putnam Investment Management, LLC
February 2008 - January 2010 · 1 yr 11 mos
Putnam Investment Management, LLC
November 2006 - January 2008 · 1 yr 2 mos
Putnam Retail Management Limited PartnershipBroker
July 2005 - January 2010 · 4 yrs 6 mos
MML Distributors, LLCBroker
April 2002 - September 2004 · 2 yrs 5 mos
Mfs Fund Distributors, INC.Broker
December 1997 - December 2001 · 4 yrs
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.
Andrew Bartholomeo Simonetti - Financial Advisor | TrueAdvisor