Malcolm
Leslie
Envestnet Pmc
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About this Advisor
Malcolm Leslie is a financial advisor who works in Castle Rock, Colorado with 4 years of relevant experience. Leslie is an employee of Envestnet Pmc. The advisor has gained experience at Advisors Asset Management, Inc, Incapital LLC and Envestnet Asset Management. Leslie holds Series 63, Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Colorado and Illinois. Envestnet Pmc is an advisory company operating out of Chicago, IL. The company has offices in two locations and a total of 479 financial advisors. It handles $347 billion in total assets among its 1,713,518 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 3,253 charitable organizations. Of its 1,713,518 accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm has a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and other services. Fees for financial advisory services usually are based on the type of services offered. However, fees charged by Envestnet Pmc most likely include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Envestnet Pmc Brokerage Details
$346,833,814,021
479
1,713,518
$202,410
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Malcolm Leslie Work History
Malcolm has been registered as a financial advisor for 4 years.*
Envestnet Asset Management
Incapital LLC
Advisors Asset Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Malcolm Leslie to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Envestnet Pmc
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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