Shannon Michelle Massey
Investment adviser representative at Envestnet Pmc
10 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
10 years in the industry.
- Envestnet PmcAug 2024 to now
- Envestnet Asset Management, Inc.Jul 2024 to now
- Envestnet Financial TechnologiesJul 2024 to now
- UnemployedJan 2024 to Jul 2024
- LPL Financial LLCJun 2021 to Jan 2024
- State Street Global Advisors Trust CompanyJan 2017 to Jun 2021
- State Street Global Advisors Funds Distributors LLCMar 2014 to Jun 2021
- State Street Bank and TrustFeb 2014 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 2593683
- Firm CRD
- 111694