TrueAdvisor
TrueAdvisor
CR
CR

Catherine Theresa Reese

Envestnet Pmc
21 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Envestnet Pmc
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
2,021,610 clients
Average Client Portfolio
$263K average
Assets Under Management
$532.2B

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only

Location

1000 Chesterbrook Blvd, #250, Berwyn, PA, 19312

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Envestnet Pmc
October 2021 - Present · 4 yrs 4 mos
Previous Registrations
Robustwealth, INC.
December 2017 - March 2020 · 2 yrs 3 mos
Hillview Capital Advisors, LLC
September 2012 - April 2017 · 4 yrs 7 mos
Nuveen Asset Management, LLC
September 2011 - January 2012 · 4 mos
Nuveen Fund Advisors, INC.
February 2009 - September 2011 · 2 yrs 7 mos
Rittenhouse Asset Management, INC.
August 2001 - January 2009 · 7 yrs 5 mos
State Registrations2 states
ILPA
Advisor
Exams
No exam information available for this advisor.