Shannon Michelle Massey

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

• 02/2014 → 01/2017
  State Street Bank And Trust
  Boston, MA
• 03/2014 → 06/2021
  State Street Global Advisors Funds Distributors Llc
  Boston, MA
• 01/2017 → 06/2021
  State Street Global Advisors Trust Company
  Boston, MA
• 06/2021 → 01/2024
  Lpl Financial Llc
  Boston, MA
• 01/2024 → 07/2024
  Unemployed
  Boston, MA
• 07/2024 → Present
  Envestnet Financial Technologies
  Berwyn, PA
• 07/2024 → Present
  Envestnet Asset Management, Inc.
  Berwyn, PA

Previous Registrations

• 2022-11-17 → 2024-01-18
  Lpl Financial Llc
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2022-10-12
• S63 Uniform Securities Agent State Law Examination
  1996-01-04

Other Names

• Shannon Michelle Massen
• Shannon Michelle Massey
• Shannon Massey