TrueAdvisor
TrueAdvisor
AB
AB

Andrew David Brick

Envestnet Pmc
9 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, 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
August 2019 - Present · 6 yrs 6 mos
Previous Registrations
Lincoln Financial Distributors, INC.Broker
February 2016 - August 2017 · 1 yr 6 mos
Sei Investments Management CORP
August 2013 - July 2015 · 1 yr 11 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.