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Anthony John Delmastro

Investment adviser representative at Envestnet Pmc
12 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

12 years in the industry.

  1. Envestnet PmcNov 2022 to now
  2. Envestnet Asset Management, Inc.Jun 2022 to now
  3. Symmetry Partners, LLCDec 2014 to Jun 2022

Exams passed

  • Series 65 · Uniform Investment Adviser Law2010

State registrations

Registered as an investment adviser representative in 2 states (CT, 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
5832316
Firm CRD
111694
Advisor's SEC record (opens in a new tab)
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