Robert Lee Vines

Current Employers

Employment History

• 10/2010 → 08/2019
  Envestnet Portfolio Solutions, Inc.
  Boston, MA
• 05/2012 → 08/2019
  Portfolio Brokerage Services, Inc.
  Chicago, IL
• 09/2019 → 12/2025
  Fidelity Investments
  Boston, MA
• 01/2026 → 03/2026
  Unemployed
  Melrose, MA
• 04/2026 → Present
  Envestnet
  Berwyn, PA

Previous Registrations

• 2019-12-24 → 2026-01-06
  Fidelity Institutional Wealth Adviser Llc
  Melrose, MA
  Boston, MA
  Boston, MA
• 2010-10-28 → 2019-10-18
  Envestnet Portfolio Solutions, Inc.
  Berwyn, PA
• 2009-10-23 → 2010-10-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 2009-01-08 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Boston, MA
• 2008-07-21 → 2008-12-31
  Bofa Advisors, Llc
  Boston, MA

Other Businesses

OBA-96051|OrgNmn:Clever Girl Organizing|Org Addr:Melrose,Massachuse,US|OBA Nature:Professional Organizing and Ca|Invst Rel:N|Title:Director|Duties:No day to day activity with the business. I am not an employee of the company. In case of emergency contact to access account/records. |StrtDt:|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2008-06-30
• S63 Uniform Securities Agent State Law Examination
  1997-01-03

Other Names

• Robert Lee Vines
• Robert Vines