Envestnet Securities, Inc.
Firm details
- Headquarters
- Berwyn, Pennsylvania
- CRD number
- 325803
- Registered since
- November 17, 2023
Firm profile
FINTRXLocation & Offices
Envestnet Securities, Inc. is recorded as operating three office locations spread across two U.S. states. The FINTRX record does not include city-level addresses or identify a single headquarters in the provided fields. A three-location footprint indicates the firm maintains a modest multi-state physical presence rather than a single-office operation. The dataset does not assign roles or business functions to each site, so whether these offices are focused on client-facing advisory teams, operations, compliance, or other corporate functions cannot be determined from the information supplied.
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Debra Devoe
Chief Compliance OfficerCRD 2372586
Contacts
3 of 5
Conner Wagstaff
DirectorCRD 1427591

Ryan Hurley
Senior SpecialistCRD 7264751
Michael Lugowski
Vice PresidentCRD 5132003
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Berwyn, PA
Chester
Location
Berwyn, PA
Headquartered in Berwyn, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Chester
- Address
- 1000 Chesterbrook Blvd
- Time zone
- ET (UTC-5)
- Office locations
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