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RIA / WealthAdvisor29 years in industry

ROBERT LEE VINES

Advisor at ENVESTNET PMC

MELROSE, MA | BERWYN, PA

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Search this name across graphsid dfx:ria:d00657b6-6584-dc2d-dfd5-cfa153e07a53

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jul 21, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ENVESTNET PMC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 3, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Jan 3, 1997
First registration: Jul 21, 2008
Dual registered: no
Other names: ROBERT LEE VINES|ROBERT VINES
IAPD individual key: 2817704

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ENVESTNET PMC	Independent wealth	Jul 7, 2026	n/a	yes	MELROSE, MA\|BERWYN, PA	Current employment
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC	Mixed wealth	Dec 24, 2019	Jan 6, 2026	no	BOSTON, MA\|MELROSE, MA\|BOSTON, MA	Previous registration
ENVESTNET PORTFOLIO SOLUTIONS, INC.	Independent wealth	Oct 28, 2010	Oct 18, 2019	no	BERWYN, PA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 23, 2009	Oct 12, 2010	no	BOSTON, MA	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Jan 8, 2009	Oct 23, 2009	no	BOSTON, MA	Previous registration
BOFA ADVISORS, LLC	Former SEC adviser	Jul 21, 2008	Dec 31, 2008	no	BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC	ENVESTNET PMC	Jan 6, 2026	Jul 7, 2026	182	Firm change	RIA to RIA
ENVESTNET PORTFOLIO SOLUTIONS, INC.	FIDELITY INSTITUTIONAL WEALTH ADVISER LLC	Oct 18, 2019	Dec 24, 2019	67	Firm change	Ibd to new firm
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	ENVESTNET PORTFOLIO SOLUTIONS, INC.	Oct 12, 2010	Oct 28, 2010	16	Firm change	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 23, 2009	Oct 23, 2009	0	Bulk transfer	Other
BOFA ADVISORS, LLC	BANC OF AMERICA INVESTMENT SERVICES, INC.	Dec 31, 2008	Jan 8, 2009	8	Firm change	Other

Relationships

Registered with (6)

→ ENVESTNET PMCRegistered adviserregistration: current employment
Jul 7, 2026 to presentfactForm ADV
→ FIDELITY INSTITUTIONAL WEALTH ADVISER LLCRegistered adviserregistration: previous registration
Dec 24, 2019 to Jan 6, 2026factForm ADV
→ ENVESTNET PORTFOLIO SOLUTIONS, INC.Registered adviserregistration: previous registration
Oct 28, 2010 to Oct 18, 2019factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 23, 2009 to Oct 12, 2010factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jan 8, 2009 to Oct 23, 2009factForm ADV
→ BOFA ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 21, 2008 to Dec 31, 2008factForm ADV

Dated events

Occurred
Jan 6, 2026
Advisor changed firm
Robert Lee Vines left Fidelity Institutional Wealth Adviser Llc for Envestnet Pmc (registered 2026-07-07)
Form ADVobserved 4 days ago