Financial ADVSR advisor directory · SEC adviser records
Envestnet Pmc financial advisors in Connecticut
Every SEC-registered investment adviser representative at a Envestnet Pmc office in Connecticut, by city and A to Z.
The short answer
3 registered advisors work at Envestnet Pmc in Connecticut, out of 51 nationwide; it's the firm's number 4 state by advisors, and the most are in Newington (1). 1 list the CFP designation and 0 are also registered broker representatives.
Envestnet Pmc advisors by city in Connecticut
Every firm in Connecticut →Envestnet Pmc advisors in Connecticut, A to Z
Search by name →- Dana M. D'AuriaSouth Glastonbury · Chartered Financial Analyst
- Anthony J. DelmastroNewington
- Scott M. PearlmanTrumbull · Certified Financial Planner
Envestnet Pmc advisors in every state →Envestnet Pmc: assets, clients and custodians →Envestnet news and advisor moves →Advisor Moves: who changed firms this week →
Envestnet Pmc in other states
Questions
How many Envestnet Pmc financial advisors are in Connecticut?
3 investment adviser representatives are registered at Envestnet Pmc offices in Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 51 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Where in Connecticut does Envestnet Pmc have the most advisors?
Newington, with 1, then South Glastonbury (1). Envestnet Pmc has advisors in 3 cities in Connecticut.
How do I check a Envestnet Pmc advisor in Connecticut?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Envestnet Pmc office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.