Andrew David Brick
Investment adviser representative at Envestnet Pmc
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Envestnet PmcAug 2019 to now
- Envestnet AnalyticsJun 2019 to now
- Envestnet Asset Management, Inc.Jun 2019 to now
- Bancorp BankSep 2017 to May 2019
- Lincoln Financial DistributorsJan 2016 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
- Series 63 · Uniform Securities Agent State Law2016
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
- 6157334
- Firm CRD
- 111694