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Seth Garrett Wager

Envestnet Pmc

Berwyn, PA

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Current Employers
Envestnet Pmc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2007-11-16
  • IL RA
    APPROVED
    Since 2007-11-16

Branch Locations

1000 Chesterbrook Boulevard , Suite 250, Berwyn, PA 19312 • 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. Denver CO 11/1999 12/2019
Envestnet Asset Management, Inc. Chicago IL 11/1999 Present
  • 11/1999 → 12/2019
    Portfolio Brokerage Services, Inc.
    Denver, CO
  • 11/1999 → Present
    Envestnet Asset Management, Inc.
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-11-15
S63 Uniform Securities Agent State Law Examination 1994-10-19
  • S65 Uniform Investment Adviser Law Examination
    2007-11-15
  • S63 Uniform Securities Agent State Law Examination
    1994-10-19

View on SEC IAPD

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