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Ryan Andrew Whalen

Envestnet PMC

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About Ryan Andrew Whalen

Ryan Whalen is an investment advisor representative with Envestnet PMC. Ryan is registered in Illinois and North Carolina. Ryan has been in the industry since October 2021. Ryan has a Series 7TO, Series 66 and SIE. Ryan previously worked at Robinhood Financial, LLC and Wells Fargo Clearing Services, LLC.

Firm Information

Ryan Whalen is currently registered with Envestnet PMC. Envestnet PMC is an investment advisor with over $426 billion in assets under management. The firm offers a variety of services, including portfolio management for individuals, businesses, and investment companies. They specialize in overlay portfolio management and serve a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. They also provide pension consulting and publish periodicals.
Envestnet PMC

150 NORTH RIVERSIDE PLAZA , SUITE 2050

CHICAGO, IL 60606

$426.07B

Assets Under Management

Not reported

Total Clients

53

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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overlay portfolio management

Overlay portfolio management

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

A percentage of assets or revenues under our clients' management

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Ryan Whalen’s Registration & Firm History

IL

06/15/2023 - Present

Envestnet PMC (CHICAGO IL)

NC

03/30/2022 - 08/09/2022

ROBINHOOD FINANCIAL, LLC (Charlotte NC)

NC

10/01/2021 - 03/18/2022

WELLS FARGO CLEARING SERVICES, LLC (RALEIGH NC)

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Licenses & Designations

BOTH

Issued 10/27/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2021

Series 7TO - General Securities Representative Examination

BC

Issued 08/24/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Andrew Whalen.
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