Lacey B. Zavelovich
Professional summary
Lacey Blair Zavelovich, who also goes by Lacey Blair Kassirer, is a registered financial advisor currently at ENVESTNET PMC located in Chicago, Illinois.
Lacey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Lacey has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 10, Series 9 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lacey Blair Zavelovich's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 11, 2016 - Present
ENVESTNET PMC
Office #1: 222 N. Lasalle St., Suite 625, Chicago, IL 60601May 27, 2016 - February 18, 2020
PORTFOLIO BROKERAGE SERVICES, INC.
April 30, 2015 - December 2, 2015
CEDAR CAPITAL, LLC
March 27, 2014 - March 2, 2015
BMO HARRIS FINANCIAL ADVISORS, INC.
March 26, 2014 - March 2, 2015
BMO HARRIS FINANCIAL ADVISORS, INC.
February 22, 2010 - March 27, 2014
MORGAN STANLEY
June 1, 2009 - March 27, 2014
MORGAN STANLEY
December 7, 2007 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
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
(5/11/2016)
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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