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Michael Andrew Pescatore

Envestnet Pmc

Berwyn, PA

Arlington, MA

CRD 2765436

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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
MA RA APPROVED 2015-05-12
  • PA RA
    APPROVED
    Since 2026-07-22
  • MA RA
    APPROVED
    Since 2015-05-12

Branch Locations

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

Arlington, MA • 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 Boston MA 10/2014 Present
  • 10/2014 → Present
    Envestnet Asset Management
    Boston, MA
Previous Registrations
  • 2005-05-12 → 2014-12-31
    Placemark Investments, Inc.
    Wellesley, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-05-11
S63 Uniform Securities Agent State Law Examination 1996-07-10
  • S65 Uniform Investment Adviser Law Examination
    2005-05-11
  • S63 Uniform Securities Agent State Law Examination
    1996-07-10
Other Names
  • Michael Andrew Pescatore

View on SEC IAPD

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