Michael
Pescatore

Envestnet Pmc

CRD#2765436
Investment Advisor
in Chicago, IL

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About this Advisor

Michael Pescatore is a financial advisor based in Chicago, Illinois, working with Envestnet Pmc. Michael has previously held positions at Envestnet Asset Management and Placemark Investments, Inc. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Michael is part of Envestnet Pmc, which operates out of Chicago, Illinois. The firm has 2 offices and 415 employees. The firm manages assets totaling $426.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Envestnet Pmc includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

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

One North Wacker Drive, Suite 1925
Chicago, IL 60606

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Envestnet Pmc Brokerage Details

Total Assets Under Management

$426,071,864,566

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

415

IL Average: 44
Total Number of Accounts

1,821,809

IL Average: 2,564
Average Account Size

$233,873

IL 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

Michael Pescatore Work History

2014 - Present (10 years)

Envestnet Asset Management

2012 - 2014 (2 years)

Placemark Investments, Inc

Disclosures

Please visit the SEC profile of Michael Pescatore 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

Landon Portner
Raleigh, NC
Rachel Mandeix
Chicago, IL
David Hein
Chicago, IL
Sean Humphreys
Denver, CO
Lacey Zavelovich
Chicago, IL
Jodi Hanson
Seattle, WA
Brian Connelly
Berwyn, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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