Trinity S. Gray
Investment adviser representative at Envestnet Pmc
14 yearsExperience
2 statesRegistered 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 PmcAug 2024 to now
- J.P. Morgan Securities LLCDec 2023 to Jul 2024
- JPMorgan Chase Bank, N.A.Dec 2023 to Jul 2024
- Envestnet PmcSep 2021 to Nov 2023
- Thrivent Investment Management IncJan 2021 to Aug 2021
- UnemployedDec 2020 to Dec 2020
- TIAAApr 2012 to Nov 2020
Exams passed
- Series 66 · Uniform Combined State Law2004
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 4832316
- Firm CRD
- 111694