Kipp Richard Cormier
Investment adviser representative at Envestnet Portfolio Solutions, Inc.
8 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
8 years in the industry.
- Envestnet Portfolio Solutions, Inc.Jul 2011 to now
- Envestnet Asset Management, Inc.Jul 2011 to now
- Portfolio Brokerage Services, Inc.Aug 2012 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
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
- 5441996
- Firm CRD
- 109662