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Brandon Rockwell Thomas

ENVESTNET PORTFOLIO SOLUTIONS, INC.·CHICAGO, Illinois
SIE, Series 7, Series 24, Series 63, Series 65Clean record21 years registeredENVESTNET PORTFOLIO SOLUTIONS, INC.
150 NORTH RIVERSIDE PLAZA , SUITE 2050, CHICAGO, IL 60606CRD# 2071577Firm CRD# 109662

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brandon Rockwell Thomas · CHICAGO, IL
Registration
CRD #2071577 · ENVESTNET PORTFOLIO SOLUTIONS, INC. · 21 years registered
Brand Profile
Not yet started
01

Career History

QRG CAPITAL MANAGEMENT, INC.
May 2020 – present
ENVESTNET PMC
Oct 2004 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · October 22, 2004
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ENVESTNET PORTFOLIO SOLUTIONS, INC.
CRD 109662 · SEC 801-43579
AUM
$40.5B
Regulatory assets under management
Employees
415
178,852 client accounts
Services offered by ENVESTNET PORTFOLIO SOLUTIONS, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at ENVESTNET PORTFOLIO SOLUTIONS, INC. →
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05

Frequently Asked Questions

What services does Brandon Rockwell Thomas offer?
Brandon Rockwell Thomas specializes in Investment Management, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Brandon Rockwell Thomas's credentials?
Brandon Rockwell Thomas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brandon Rockwell Thomas located?
Brandon Rockwell Thomas is based in CHICAGO, Illinois, working with ENVESTNET PORTFOLIO SOLUTIONS, INC.. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Brandon Rockwell Thomas charge for services?
Brandon Rockwell Thomas's firm is compensated through percentage of aum, fixed fees, subscription fees, other: a percentage of assets or revenues under our clients' management. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ENVESTNET PORTFOLIO SOLUTIONS, INC.?
ENVESTNET PORTFOLIO SOLUTIONS, INC. has approximately 415 employees and manages $40.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ENVESTNET PORTFOLIO SOLUTIONS, INC.

Dale Joseph Seier
BOSTON, MA
Dana Marie D'auria
CHICAGO, IL
Thomas Michael Sipp
CHICAGO, IL
Debra Jane Devoe
CHICAGO, IL

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