Michael A. Pescatore
Professional summary
Michael Andrew Pescatore SR., CIMA®, who also goes by Michael Andrew Pescatore, is a registered financial advisor currently at ENVESTNET PMC located in Arlington, Massachusetts.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Michael has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Andrew Pescatore SR.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
May 12, 2015 - Present
ENVESTNET PMC
May 12, 2005 - December 31, 2014
PLACEMARK INVESTMENTS, INC.
June 20, 2003 - April 4, 2005
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP
October 10, 2001 - April 3, 2002
COREBRIDGE CAPITAL SERVICES, INC.
September 2, 1998 - October 5, 2001
AMERICAN GENERAL FUNDS DISTRIBUTORS, INC.
July 11, 1996 - August 6, 1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
July 11, 1996 - August 6, 1998
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
ENVESTNET PMC
CRD#: 111694 / SEC#: 801-57260
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/12/2015)
Exams
Current Firm
ENVESTNET PMC
CRD#: 111694 / SEC#: 801-57260
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,021,610 |
| AUM (Assets Under Management) | $ 532,197,263,852 |
Red Flags
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