Enrique J. Gelpi

ENVESTNET PMC

greenville, SC

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CRD#: 5917638

Professional summary

Enrique Jorge Gelpi, who also goes by Enrique Jorge Gelpi Abarca, is a registered financial advisor currently at ENVESTNET PMC located in Greenville, South Carolina.

Enrique is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Enrique has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Enrique Jorge Gelpi Abarca

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.

Business Name: Magnalia Foundation, Investment Related: No , Address: 12460 Crabapple Road, Suite 202-621 Alpharetta, GA 30004, Non-profit, Position: Board Member, Start date: 4/2021, Hours; 1, Describe duties: Attend quarterly and annual meeting (and extraordinary meetings) of the board to review and vote of matters concerning the activities of Magnalia Foundation, Inc.,

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Enrique Jorge Gelpi'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

May 3, 2018 - Present

ENVESTNET PMC

RIA

CRD#: 111694

greenville, SC

Past

March 14, 2014 - January 4, 2018

POPULAR SECURITIES, LLC

RIA

CRD#: 8096

SAN JUAN, PR

Past

May 4, 2011 - January 4, 2018

POPULAR SECURITIES, LLC

CRD#: 8096

SAN JUAN, PR

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".

ENVESTNET PMC

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

South Carolina
(5/3/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/15/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 1/4/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/3/2011

General Securities Representative Examination

Current Firm

ENVESTNET PMC

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 Accounts	2,021,610
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.

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Enrique J. Gelpi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Enrique Jorge Gelpi's CRS (Customer Relationship Summary).

Certified licenses

Experience

ENVESTNET PMC

POPULAR SECURITIES, LLC

POPULAR SECURITIES, LLC

Primary Firm SEC Registration

ENVESTNET PMC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/15/2013

SIE

Date: 1/4/2018

Series 7

Date: 5/3/2011

Current Firm

ENVESTNET PMC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ENVESTNET PMC

TRUST BUT VERIFY

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