Trinity Gray is a registered investment advisor at Envestnet Pmc, based in Berwyn, PA, with 19 years of industry experience. Trinity operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,021,610 clients with $530B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Envestnet's fees vary depending on the program and the managers selected. These fees do not include advisor fees, which generally range from 0.80% to 1.10%. Mutual funds and ETFs also have internal operating expenses. When Tax Overlay or Values Overlay Services are used, there is an additional fee of 0.02% - 0.10%.
Location
1000 Chesterbrook Blvd, Suite 250, Berwyn, PA, 19312
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Regulatory History (1)
Customer Dispute
August 2009Other Business Activities
Trinity is a board member and finance committee chair for Raise the Bar (RTB) Family Services Inc., a nonprofit organization. She dedicates a few hours per week to this role, providing oversight of the organization and its financial policies.
Employment History
Current Registrations
Envestnet Pmc
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Envestnet Pmc
Thrivent Investment Management INC.Broker
Thrivent Investment Management INC.
Tiaa-Cref Individual & Institutional Services, LLCBroker
Advice and Planning Services
Vanguard Marketing CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley Dw INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.