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Andrew Bartholomeo Simonetti

Envestnet Portfolio Solutions, Inc.

Chicago, IL

Westwood, MA

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Current Employers
Envestnet Portfolio Solutions, Inc.

222 N. Lasalle St., Suite 625, Chicago, IL 60601 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2011-01-20
  • MA RA
    APPROVED
    Since 2011-01-20

Branch Locations

222 N. Lasalle St., Suite 625, Chicago, IL 60601 • United States

Westwood, 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
Portfolio Brokerage Services, Inc. Chicago IL 12/2011 12/2019
Envestnet Portfolio Solutions, Inc. Boston MA 12/2011 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-11-03
S63 Uniform Securities Agent State Law Examination 1998-02-24
  • S65 Uniform Investment Adviser Law Examination
    2006-11-03
  • S63 Uniform Securities Agent State Law Examination
    1998-02-24
Other Names
  • Andrew Bartholomeo Simonetti
  • Andrew B Simonetti
  • Andrew Bartholemew Simonetti

View on SEC IAPD

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