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Shannon Michelle Massey

Envestnet Pmc

Berwyn, PA

Boston, MA

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Current Employers
Envestnet Pmc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-08-02
  • IL RA
    APPROVED
    Since 2024-08-02

Branch Locations

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

Boston, MA • 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
State Street Bank And Trust Boston MA 02/2014 01/2017
State Street Global Advisors Funds Distributors Llc Boston MA 03/2014 06/2021
State Street Global Advisors Trust Company Boston MA 01/2017 06/2021
Lpl Financial Llc Boston MA 06/2021 01/2024
Unemployed Boston MA 01/2024 07/2024
Envestnet Financial Technologies Berwyn PA 07/2024 Present
Envestnet Asset Management, Inc. Berwyn PA 07/2024 Present
  • 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-12
S63 Uniform Securities Agent State Law Examination 1996-01-04
  • 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

View on SEC IAPD

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