Anthony
Delmastro

Envestnet Pmc

CRD#5832316
Investment Advisor
in Newington, CT

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About this Advisor

Anthony Delmastro is a financial advisor who works in Newington, Connecticut, with 1 year of relevant experience. Delmastro works at Envestnet Pmc. Throughout their career, they have worked at Symmetry Partners, LLC and Envestnet Asset Management, Inc. Delmastro has a Series 65 license, which qualifies them as an investment advisor representative, and is approved to advise clients in Connecticut and Illinois. Envestnet Pmc is an advisory company operating out of Chicago, IL. The firm has offices in two locations and a total of 479 financial advisors. It administers $347 billion in assets under management between its 1,713,518 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 3,253 charitable organizations. Of its 1,713,518 client accounts, just 2% are held by high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm offers a diverse range of services, including 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. A financial advisor's fee schedules typically vary depending on the type of services. Fees charged by Envestnet Pmc most likely consist of asset-based, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Subscription Fees, Fixed Fees, Others

Office Location

Newington, CT

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Envestnet Pmc Brokerage Details

Total Assets Under Management

$346,833,814,021

CT Average: $6,674,516,078
Total Number of Employees

479

CT Average: 44
Total Number of Accounts

1,713,518

CT Average: 2,564
Average Account Size

$202,410

CT Average: $2,603,165

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

Anthony Delmastro Work History

Anthony has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Envestnet Asset Management, Inc

2019 - 2022 (3 years)

Symmetry Partners, LLC

2014 - 2019 (5 years)

Symmetry Partners, LLC

2012 - 2014 (2 years)

Symmetry Partners, LLC

*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 Anthony Delmastro 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

Ryan Horvath
Berwyn, PA
Brian Mallen
Chicago, IL
Denise Diana
Chicago, IL
Jodi Hanson
Seattle, WA
Tiffany Anderson
Chicago, IL
Andrew Brick
Berwyn, PA
Clive Springer
Chicago, IL
Sean Humphreys
Denver, CO

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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