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Inactive

Lacey Blair Zavelovich

Envestnet Pmc

Berwyn, PA

Highland Park , IL

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Current Employers
Envestnet Pmc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2016-05-11
  • IL RA
    APPROVED
    Since 2016-05-11

Branch Locations

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

Highland Park , IL • 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 Berwyn PA 04/2016 Present
Portfolio Brokerage Services, Inc. Chicago IL 04/2016 12/2019
  • 04/2016 → Present
    Envestnet Asset Management
    Berwyn, PA
  • 04/2016 → 12/2019
    Portfolio Brokerage Services, Inc.
    Chicago, IL
Previous Registrations
  • 2015-04-30 → 2015-12-02
    Cedar Capital, Llc
    Glen Ellyn, IL
  • 2014-03-27 → 2015-03-02
    Bmo Harris Financial Advisors, Inc.
    Chicago, IL
  • 2010-02-22 → 2014-03-27
    Morgan Stanley
    Purchase, NY
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-05-15
  • S66 Uniform Combined State Law Examination
    2008-05-15
Other Names
  • Lacey Blair Kassirer

View on SEC IAPD

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