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Corporate Secretary · Envestnet PMC

Shelly S. O'Brien

CRD 4520223 · Named on Form ADV at 5 SEC-registered advisers

At a glance

Envestnet PMC, an SEC-registered wealth manager based in Berwyn, PA with $614.9 billion in regulatory assets, lists Shelly S. O'Brien on its Form ADV as Corporate Secretary, a control person. The SEC filings also name Shelly at 4 other registered advisers.

Firms and roles

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Shelly’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
5 firmsLocked
Control-person status
5 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (11)

6 more people named with Shelly on the same filings, with titles and firms. Free in Atlas with a free account.

See all 11 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Shelly’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.