Eric
Donato
Envestnet Pmc
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About this Advisor
Eric Donato is a financial advisor based in Berwyn, Pennsylvania, working with Envestnet Pmc. Eric has previously held positions at Mml Investors Services, LLC, Massmutual Insurance Company, The Buck Hotel, The Fresh Works, Creative Financial Group, Father Judge Highschool, Holy Family University, Faulkner Buick Gmc, and Envestnet Asset Management, Inc. Eric has passed the Series 66 regulatory exam and is registered to provide services in Illinois and Pennsylvania. Currently, Eric is part of Envestnet Pmc, which operates out of Berwyn, Pennsylvania. The firm has 2 offices and 394 employees. The firm manages assets totaling $532.2 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and other services. The fee structure at Envestnet Pmc includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Envestnet Pmc Brokerage Details
$532,197,263,852
394
2,021,610
$263,254
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Eric Donato Work History
Envestnet Asset Management, Inc
Faulkner Buick Gmc
Mml Investors Services, LLC
Massmutual Insurance Company
The Fresh Works
Creative Financial Group
Holy Family University
The Buck Hotel
Father Judge Highschool
Disclosures
Please visit the SEC profile of Eric Donato to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Envestnet Pmc
Chicago, IL
Manchester, CT
Berwyn, PA
Berwyn, PA
Chicago, IL
Chicago, IL
Boston, MA
Clintwood, VA
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