Kevin Patrick St. Clair

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2011 → 01/2023
  Pershing Llc
  Hatfield, PA
• 09/2011 → 01/2023
  Lockwood Advisors Inc.
  Pennington, NJ
• 01/2023 → 12/2023
  Unemployed
  Hatfield, PA
• 12/2023 → Present
  Envestnet Asset Management, Inc
  Berwyn, PA
• 12/2023 → Present
  Envestnet Financial Technologies, Inc.
  Berwyn, PA

Previous Registrations

• 2005-10-10 → 2023-02-07
  Bny Mellon Advisors, Inc.
  Malvern, PA
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2005-09-30