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.

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

Sep 30, 2005earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

Sep 30, 2005

First registration

Oct 10, 2005

Dual registered

no

IAPD individual key

4184852

• Occurred

  Feb 7, 2023
  Advisor changed firm

  Kevin Patrick St. Clair left Bny Mellon Advisors, Inc. for Envestnet Pmc (registered 2024-01-26)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e67e9854-2335-9ddd-def0-4a7bde7a3bc0

First observed

Oct 10, 2005

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.