DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Brad Nicholas Mcilvaine

Envestnet Pmcindependent RIABerwyn, Pa IA-onlyIAPD 5955104

Certified Financial Planner

Feed of 09/14/2026

At current firm

1 y

since Aug 28, 2025

In the industry

14 y

since Apr 19, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Envestnet Pmc independent RIA current
since Aug 28, 2025 · Berwyn, Pa
Pruco Securities, LLC no RAUM
Oct 31, 2022 to May 19, 2025 · West Chester, Pa
Ast Investment Services, Inc. asset manager
Apr 1, 2015 to Nov 11, 2020 · Shelton, Ct
Pacer Advisors, Inc. asset manager
Apr 20, 2012 to Mar 27, 2015 · Malvern, Pa

Moves

a registration end followed by a registration begin elsewhere

Pruco Securities, LLC to Envestnet Pmc
left May 19, 2025, registered Aug 28, 2025 (101 days) · Other
Ast Investment Services, Inc. to Pruco Securities, LLC
left Nov 11, 2020, registered Oct 31, 2022 (719 days) · channel change inside one enterprise, not a move
Pacer Advisors, Inc. to Ast Investment Services, Inc.
left Mar 27, 2015, registered Apr 1, 2015 (5 days) · Other

Signals

Brad Nicholas Mcilvaine left Pruco Securities, Llc for Envestnet Pmc (registered 2025-08-28)
May 19, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address