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Dale Joseph Seier

ENVESTNET PORTFOLIO SOLUTIONS, INC.·BOSTON, Massachusetts
SIE, Series 7, Series 24, Series 27, Series 63, Series 65Clean recordENVESTNET PORTFOLIO SOLUTIONS, INC.
75 STATE ST, BOSTON, MA 02109CRD# 2441308Firm CRD# 109662

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dale Joseph Seier · BOSTON, MA
Registration
CRD #2441308 · ENVESTNET PORTFOLIO SOLUTIONS, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 27
Series 63
Series 65
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

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. →
Introduction

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Frequently Asked Questions

What services does Dale Joseph Seier offer?
Dale Joseph Seier specializes in Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Dale Joseph Seier's credentials?
Dale Joseph Seier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dale Joseph Seier located?
Dale Joseph Seier is based in BOSTON, Massachusetts, working with ENVESTNET PORTFOLIO SOLUTIONS, INC.. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Dale Joseph Seier charge for services?
Dale Joseph Seier'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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Debra Jane Devoe
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Research
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