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Robert W Riggs

Envestnet Pmc

Berwyn, PA

Wheaton, IL

CRD 4518969

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Employer firm

Envestnet Pmc CRD 111694

$615B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Envestnet Pmc

1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-07-22
IL RA APPROVED 2023-06-29
  • PA RA
    APPROVED
    Since 2026-07-22
  • IL RA
    APPROVED
    Since 2023-06-29

Branch Locations

1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • United States

Wheaton, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Envestnet Asset Management, Inc. Berwyn PA 05/2005 Present
Portfolio Brokerage Services, Inc. Chicago IL 04/2016 12/2019
  • 05/2005 → Present
    Envestnet Asset Management, Inc.
    Berwyn, PA
  • 04/2016 → 12/2019
    Portfolio Brokerage Services, Inc.
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-07-29
S63 Uniform Securities Agent State Law Examination 2002-08-01
  • S65 Uniform Investment Adviser Law Examination
    2010-07-29
  • S63 Uniform Securities Agent State Law Examination
    2002-08-01
Other Names
  • Bob Riggs
  • Bobby Riggs

View on SEC IAPD

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