Catherine Theresa Reese
Investment adviser representative at Envestnet Pmc
14 yearsExperience
1 stateRegistered in
$614.9BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsSubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Envestnet PmcOct 2021 to now
- UnemployedFeb 2020 to Oct 2021
- Robustwealth, Inc.Nov 2017 to Feb 2020
- UnemployedFeb 2017 to Nov 2017
- Hillview Capital Advisors, LLCAug 2012 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (PA).
Envestnet Pmc
Legal name: Envestnet Asset Management, Inc.
$614.9BAssets managed
2,241,364Clients
57Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2006207
- Firm CRD
- 111694