Lacey
Zavelovich
Envestnet Pmc
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About this Advisor
Lacey Zavelovich is a financial advisor based in Chicago, Illinois with a total of 7 years of industry experience. Zavelovich works at Envestnet Pmc. Their career trajectory has included roles at Morgan Stanley Smith Barney, Citigroup Global Markets Inc, Cedar Capital LLC, Bmo Harris Financial Advisors, Inc, Cedar Capital Securities LLC, Envestnet Asset Management and Portfolio Brokerage Services, Inc. Zavelovich holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Illinois. Envestnet Pmc is a registered investment company headquartered in Chicago, IL. The company has offices in two locations and a total of 479 advisors. It oversees $347 billion in total assets across its 1,713,518 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advice to 3,253 charities and foundations. Of its 1,713,518 accounts, just 2% are held by high-net-worth investors who have more than $1 million in assets available to invest. The firm performs a number 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. Fees charged by financial advisors usually depend on which services are provided. Fee types charged by Envestnet Pmc can be comprised of any combination of 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
Lacey Zavelovich Work History
Lacey has been registered as a financial advisor for 7 years.*
Envestnet Asset Management
Portfolio Brokerage Services, Inc
Cedar Capital LLC
Cedar Capital Securities LLC
Bmo Harris Financial Advisors, Inc
Morgan Stanley Smith Barney
Citigroup Global Markets 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 Lacey Zavelovich 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
Chicago, IL
Berwyn, PA
Chicago, IL
Chicago, IL
Seattle, WA
Denver, CO
Berwyn, PA
Chicago, IL
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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