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RV

Robert L. Vines

ENVESTNET PMC
MELROSE, MA
Some features on this profile are disabled
CRD#: 2817704
RV
Robert Lee VinesENVESTNET PMC

Professional summary

Robert Lee Vines, who also goes by Robert VInes, is a registered financial advisor currently at ENVESTNET PMC located in Melrose, Massachusetts.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Robert has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

Aliases

Robert Vines

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Lee Vines's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 7, 2026 - Present

ENVESTNET PMC

RIA
CRD#: 111694
MELROSE, MA
Past

June 17, 2020 - January 6, 2026

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
BOSTON, MA
Past

December 24, 2019 - January 6, 2026

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC

RIA
CRD#: 301896
MELROSE, MA
Past

October 17, 2019 - January 6, 2026

NATIONAL FINANCIAL SERVICES LLC

BD
CRD#: 13041
BOSTON, MA
Past

May 14, 2012 - October 18, 2019

PORTFOLIO BROKERAGE SERVICES, INC.

BD
CRD#: 18554
CHICAGO, IL
Past

July 19, 2011 - December 9, 2011

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
PORTLAND, ME
Past

October 28, 2010 - October 18, 2019

ENVESTNET PORTFOLIO SOLUTIONS, INC.

RIA
CRD#: 109662
BOSTON, MA
Past

October 23, 2009 - October 12, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
BOSTON, MA
Past

October 23, 2009 - October 12, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
BOSTON, MA
Past

January 8, 2009 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
BOSTON, MA
Past

December 15, 2008 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

July 21, 2008 - December 31, 2008

BOFA ADVISORS, LLC

RIA
CRD#: 107900
BOSTON, MA
Past

April 28, 2008 - December 31, 2008

BOFA DISTRIBUTORS, INC.

BD
CRD#: 30683
BOSTON, MA
Past

November 12, 1996 - August 18, 2006

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EP
ENVESTNET PMC
ENVESTNET ADVISORY CORP. | QRG | ENVESTNETPMC, INC. | ENVESTNET | PMC | ENVESTNET | PLACEMARK | ENVESTNET PMC | ENVESTNET PLACEMARK | ENVESTNET CAPITAL MANAGEMENT | ENVESTNET ASSET MANAGEMENT, INC.

CRD#: 111694 / SEC#: 801-57260

RIA
Registered Investment Advisory firm - (2/10/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(7/7/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/30/2008
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/3/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/11/1996
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/17/2020
General Securities Principal Examination

Current Firm

EP
ENVESTNET PMC
ENVESTNET ADVISORY CORP. | QRG | ENVESTNETPMC, INC. | ENVESTNET | PMC | ENVESTNET | PLACEMARK | ENVESTNET PMC | ENVESTNET PLACEMARK | ENVESTNET CAPITAL MANAGEMENT | ENVESTNET ASSET MANAGEMENT, INC.

CRD#: 111694 / SEC#: 801-57260

RIA
Registered Investment Advisory firm - (2/10/2000 Approved)
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Contact information

Main Address
222 N. Lasalle St., Suite 625, Chicago, IL 60601
Mailing Address
1000 Chesterbrook Boulevard, Suite 250, Berwyn, PA 19312
Phone number
(312) 827-2800
Established
Firm type
Fiscal year end
# of Employees
394

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ENVESTNET ASSET MANAGEMENT ADV PART 2A (11/19/2025)
ENVESTNET ASSET MANAGEMENT ADV PART 2 APPENDIX 1 (11/19/2025)
ENVESTNET PRIVACY POLICY (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,021,610
AUM (Assets Under Management)$ 532,197,263,852

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ENVESTNET PMC

CRD#: 111694Melrose, MA

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