DFX Intelligence
Advisors
Advisors registered through Envestnet PmcAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
59 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Michael Anthony Saldutti | Envestnet Pmc independent RIA | Berwyn, Pa | Nov 8, 2024 | 23 y | 3 | 1 |
| Kevin Patrick St. Clair | Envestnet Pmc independent RIA | Berwyn, Pa | Jan 26, 2024 | 20 y | 1 | 1 |
| Richard Andrew Stanek | Envestnet Pmc independent RIA | Berwyn, Pa | Feb 22, 2018 | 18 y | 0 | 1 |
| J••••••• M•••• T•••••• | E•••••••• P•• independent RIA | Naperville, Il | Jul 6, 2011 | 22 y | 3 | 1 |
| B•••••• R••••••• T••••• | E•••••••• P•• independent RIA | Lake Forest, Il | Oct 22, 2004 | 36 y | 0 | 1 |
| R••••• L•• V•••• | E•••••••• P•• independent RIA | Melrose, Ma | Jul 7, 2026 | 29 y | 5 | 1 |
| S••• G•••••• W•••• | E•••••••• P•• independent RIA | Berwyn, Pa | Nov 16, 2007 | 31 y | 0 | 1 |
| N••••• E••••• Y•••• | E•••••••• P•• independent RIA | Clintwood, Va | Mar 1, 2023 | 12 y | 0 | 1 |
| L•••• B•••• Z••••••••• | E•••••••• P•• independent RIA | Highland Park , Il | May 11, 2016 | 18 y | 3 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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