TrueAdvisor
TrueAdvisor
BC
CFP
BC
CFP

Brian J Connelly

Envestnet Pmc
12 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

1000 Chesterbrook Blvd, #250, Berwyn, PA, 19312

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
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Blackrock Investment Management, LLC
March 2017 - August 2021 · 4 yrs 5 mos
Blackrock Investments, LLCBroker
March 2017 - August 2021 · 4 yrs 5 mos
UBS Financial Services INC.Broker
August 2013 - March 2017 · 3 yrs 7 mos
UBS Financial Services INC.
August 2013 - March 2017 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2011 - July 2013 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2011 - July 2013 · 2 yrs 4 mos
State Registrations2 states
ILPA
Advisor
Exams
No exam information available for this advisor.