OS
O'brien, Shelly, S
CRD 4520223
Firms
No current firm registrations on file.
Ownership stakes
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Envestnet Retirement Solutions, Llc
Chief Legal Officer/General Counsel/Secretary · Less than 5% · Dec 2024
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Qrg Capital Management, Inc.
Chief Legal Officer/General Counsel/Secretary · Less than 5% · Dec 2024
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Envestnet Portfolio Solutions, Inc.
Chief Legal Officer/General Counsel/Secretary · Less than 5% · Dec 2024
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Envestnet Asset Management, Inc.
Chief Legal Officer /General Counsel/Secretary · Less than 5% · Dec 2024
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Fdx Advisors, Inc.
Chief Legal Officer, General Counsel, Secretary · Less than 5% · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗