Giovanni Salvatore Danna
Investment adviser representative at Envestnet Pmc
10 yearsExperience
2 statesRegistered in
CFADesignation
$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 PmcJul 2026 to now
- Ennvestnet Asset Management, Inc.Aug 2024 to now
- HfaJan 2018 to Jul 2024
- Depaul UniversityJan 2016 to Dec 2017
Designations
- CFA
Exams passed
No exams in this record.
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
- 8307182
- Firm CRD
- 111694