ENVESTNET SECURITIES, INC.
Firm details
- Headquarters
- BERWYN, Pennsylvania
- CRD number
- 325803
- Registered since
- November 17, 2023
Firm profile
FINTRXOverview
Envestnet Securities, Inc. is organized as a corporation and appears on FINTRX as an SEC-registered entity with registration noted in 2023. Ownership is listed as a combination of a domestic entity and individual ownership. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. FINTRX also marks it as not operating as a multi-state adviser and not a related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1DEBRA DEVOE
Chief Compliance OfficerCRD 2372586
Contacts
3 of 6Dominic Rivera
AccountantCRD 7940568
RYAN HURLEY
Senior SpecialistCRD 7264751
CONNER WAGSTAFF
DirectorCRD 1427591
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BERWYN, PA
CHESTER
Location
BERWYN, PA
Headquartered in BERWYN, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- CHESTER
- Address
- 1000 Chesterbrook Blvd
- Time zone
- ET (UTC-5)
- Office locations
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