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RIA / WealthAdvisor18 years in industry

LACEY BLAIR Zavelovich

Advisor at ENVESTNET PMC

Highland Park , IL | BERWYN, PA

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Search this name across graphsid dfx:ria:f7404707-45ba-2f96-94fe-3dd5de6a1021

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 22, 2010 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: May 15, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: May 15, 2008
First registration: Feb 22, 2010
Dual registered: no
Other names: LACEY BLAIR KASSIRER
IAPD individual key: 5017492

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	May 11, 2016	n/a	yes	BERWYN, PA\|Highland Park , IL	Current employment
CEDAR CAPITAL, LLC	Former SEC adviser	Apr 30, 2015	Dec 2, 2015	no	GLEN ELLYN, IL	Previous registration
BMO HARRIS FINANCIAL ADVISORS, INC	Former SEC adviser	Mar 27, 2014	Mar 2, 2015	no	CHICAGO, IL	Previous registration
MORGAN STANLEY	Wirehouse	Feb 22, 2010	Mar 27, 2014	no	PURCHASE, NY\|CHICAGO, IL	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
CEDAR CAPITAL, LLC	ENVESTNET PMC	Dec 2, 2015	May 11, 2016	161	Firm change	Other
BMO HARRIS FINANCIAL ADVISORS, INC	CEDAR CAPITAL, LLC	Mar 2, 2015	Apr 30, 2015	59	Firm change	Other
MORGAN STANLEY	BMO HARRIS FINANCIAL ADVISORS, INC	Mar 27, 2014	Mar 27, 2014	0	Firm change	Other

Relationships

Registered with (4)

→ ENVESTNET PMCRegistered adviserregistration: current employment
May 11, 2016 to presentfactForm ADV
→ CEDAR CAPITAL, LLCRegistered adviserregistration: previous registration
Apr 30, 2015 to Dec 2, 2015factForm ADV
→ BMO HARRIS FINANCIAL ADVISORS, INCRegistered adviserregistration: previous registration
Mar 27, 2014 to Mar 2, 2015factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Feb 22, 2010 to Mar 27, 2014factForm ADV

Dated events

No dated event names this entity yet.