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Andrew Arthur Stavaridis

Investment adviser representative at Envestnet Portfolio Solutions, Inc.
28 yearsExperience
1 stateRegistered in
$17.3BFirm assets
33 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

Experience

28 years in the industry.

  1. Envestnet Portfolio Solutions, Inc.Oct 1998 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2000

State registrations

Registered as an investment adviser representative in 1 state (MA).

Envestnet Portfolio Solutions, Inc.

$17.3BAssets managed
60,663Clients
2Advisers
33 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
5217147
Firm CRD
109662
Advisor's SEC record (opens in a new tab)
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