Brian J Connelly
Investment adviser representative at Envestnet Pmc
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
13 years in the industry.
- Envestnet PmcOct 2021 to now
- BlackrockMar 2017 to Oct 2021
- Blackrock Investments LLCMar 2017 to Oct 2021
- UBS Financial Services IncJul 2013 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
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
- 5869382
- Firm CRD
- 111694