Brad Nicholas Mcilvaine
Investment adviser representative at Envestnet Pmc
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Envestnet PmcAug 2025 to now
- Envestnet Asset Management, Inc.Jul 2025 to now
- UnemployedJun 2025 to Jul 2025
- Pruco Securities, LLCJul 2022 to May 2025
- Prudential Insurance Company of AmericaMar 2015 to May 2025
- Prudential Annuities DistributorsMar 2015 to Jul 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (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
- 5955104
- Firm CRD
- 111694