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Sean Seamus Murray

ENVESTNET RETIREMENT SOLUTIONS, LLC·CHICAGO, Illinois
SIE, Series 3, Series 7, Series 24, Series 63Clean recordENVESTNET RETIREMENT SOLUTIONS, LLC
150 NORTH RIVERSIDE PLAZA , SUITE 2050, CHICAGO, IL 60606CRD# 2529280Firm CRD# 171570

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sean Seamus Murray · CHICAGO, IL
Registration
CRD #2529280 · ENVESTNET RETIREMENT SOLUTIONS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ENVESTNET RETIREMENT SOLUTIONS, LLC
CRD 171570 · SEC 801-79855
AUM
$14.3B
Regulatory assets under management
Employees
28
4,936 client accounts
Services offered by ENVESTNET RETIREMENT SOLUTIONS, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at ENVESTNET RETIREMENT SOLUTIONS, LLC →
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Frequently Asked Questions

What services does Sean Seamus Murray offer?
Sean Seamus Murray specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Sean Seamus Murray's credentials?
Sean Seamus Murray is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sean Seamus Murray located?
Sean Seamus Murray is based in CHICAGO, Illinois, working with ENVESTNET RETIREMENT SOLUTIONS, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Sean Seamus Murray charge for services?
Sean Seamus Murray's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ENVESTNET RETIREMENT SOLUTIONS, LLC?
ENVESTNET RETIREMENT SOLUTIONS, LLC has approximately 28 employees and manages $14.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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James Knox Patrick
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