Christopher Layton Barlow
Investment adviser representative at Envestnet Pmc
12 yearsExperience
2 statesRegistered in
CFADesignation
$614.9BFirm assets
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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
12 years in the industry.
- Envestnet PmcSep 2024 to now
- UnemployedDec 2023 to Sep 2024
- Meeder Investment ManagementSep 2022 to Dec 2023
- UnemployedNov 2021 to Sep 2022
- Foreside Financial Services, LLCJan 2020 to Nov 2021
- BMO Asset Management Corp.Jun 2014 to Nov 2021
- BMO Investment Distributors, LLCJun 2014 to Dec 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (IL, UT).
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
- 4183809
- Firm CRD
- 111694