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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Connelly is a financial advisor with Envestnet PMC, where Brian has been employed since October 2021. Brian also worked for BlackRock Investments, LLC from March 2017 to August 2021. Brian holds Series 7, 66 and SIE securities licenses. Brian is a Certified Financial Planner. Envestnet PMC, is a registered investment adviser with the Securities and Exchange Commission (SEC). Envestnet PMC provides investment advisory services to individuals, businesses, corporations and institutions. The firm manages assets in excess of $400 billion. Brian's clients are primarily high net worth individuals, charitable organizations and corporations. Brian specializes in providing portfolio management and investment advisory services to these clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Overlay portfolio management
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
A percentage of assets or revenues under our clients' management
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2
PA
05/24/2023 - Present
Envestnet PMC (Berwyn PA)
NJ
03/22/2017 - 08/30/2021
BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)
NJ
08/01/2013 - 03/28/2017
UBS FINANCIAL SERVICES INC. (MT. LAUREL NJ)
NJ
03/25/2011 - 07/29/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 07/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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