TrueAdvisor
TrueAdvisor
CB
CFA
CB
CFA

Calvin Don Bryant

Envestnet Pmc
23 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Envestnet Pmc
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
2,021,610 clients
Average Client Portfolio
$263K average
Assets Under Management
$532.2B

Fee Structure

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

Location

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

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Envestnet Pmc
January 2015 - Present · 11 yrs 1 mo
Previous Registrations
Placemark Investments, INC.
April 2002 - December 2014 · 12 yrs 8 mos
State Registrations2 states
ILTX
Advisor
Exams
No exam information available for this advisor.