Shelly S O'Brien
Corporate SecretaryEnvestnet Retirement Solutions, LLCCRD 4520223
About Shelly S O'Brien
Shelly S O'Brien is listed as Corporate Secretary at Envestnet Retirement Solutions, LLC in Berwyn, PA. Form ADV reports a beneficial ownership band of Under 5%. Shelly S O'Brien is associated with 5 registered advisers.
Reported ownership
Owns Under 5% of Envestnet Retirement Solutions, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Shelly S O'Brien work?
Shelly S O'Brien is listed as Corporate Secretary at Envestnet Retirement Solutions, LLC on SEC Form ADV.
How much of Envestnet Retirement Solutions, LLC does Shelly S O'Brien own?
Form ADV reports a beneficial ownership band of Under 5%.
Envestnet Retirement Solutions, LLC
| Title | Corporate Secretary |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Fdx Advisors, Inc.
| Title | Corporate Secretary |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Envestnet Portfolio Solutions, Inc.
| Title | Corporate Secretary |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Qrg Capital Management, Inc.
| Title | Corporate Secretary |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Envestnet Asset Management, Inc.
| Title | Corporate Secretary |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |