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Eric Donato
ENVESTNET PMC
Berwyn, PA 19312
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CRD#: 7621285
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Professional summary
Eric Donato is a registered financial advisor currently at ENVESTNET PMC located in Berwyn, Pennsylvania.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Eric has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
(1) NAME: THE FRESH WORKS INV REL: N ADD: 4048 WOOHAVEN ROAD, PHILADELPHIA, PA 19154 NATURE: FOOD INDUSTRY POSITION: DELIVERY DRIVER START DATE: 01/01/2022 NO. HR/MO: 20 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: DELIVER FOOD TO CUSTOMERS (2) NAME: FAULKNER BUICK GMC INV REL: N ADD: 4427 E STREET RD, FEASTERVILLE TREVOSE, PA 19053 NATURE: CAR DETAILING FOR DEALERSHIP POSITION: LOT ATTENDANT START DATE: 10/07/2023 NO. HR/MO: 36 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: DETAILING AND MOVING CARS FROM LOT TO LOT
CRS (Client Relationship Summary) - RIA
Click below to view Eric Donato's 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®
NoneExperience
Current
November 1, 2024 - Present
ENVESTNET PMC
Office #1: 1000 Chesterbrook Blvd #250, Berwyn, PA 19312RIA
CRD#: 111694
Berwyn, PA
Past
April 2, 2024 - September 12, 2024
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
NEWTOWN SQUARE, PA
Past
August 21, 2023 - September 12, 2024
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
NEWTOWN SQUARE, PA
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
Illinois(11/1/2024)
IAR
Pennsylvania(11/1/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/21/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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)
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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