Best Investors
Account
Sign in
Best Investors
Account
Sign in
Envest Asset Management, LLC CRD 293134
$45.8M regulatory AUM 8 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Ridgefield, CT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2023-02-14 |
| CT | RA | APPROVED | 2022-11-02 |
Branch Locations
Ridgefield, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guggenheim Securities, Llc | New York | NY | 11/2016 | 09/2021 |
| Unemployed | Ridgefield | CT | 06/2016 | 10/2016 |
| Purkiss Capital Advisors, Inc. | Ridgefield | CT | 10/2021 | 11/2022 |
| Envest Asset Management, Llc | Ridgefield | CT | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-31 |
Reach out to this advisor