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Investment Adviser Firm Summary

ENVESTNET PORTFOLIO SOLUTIONS, INC. (CRD# 109662 / SEC# 801-43579)
Alternate Names: ENVESTNET PORTFOLIO SOLUTIONS, INC. , ENVESTNET | PMC , FUNDQUEST INCORPORATED

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 03/25/1993

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
Alabama 02/22/2001
Alaska 10/26/2000
Arizona 10/22/2000
Arkansas 10/11/2000
California 10/28/1998
Colorado 10/12/2000
Connecticut 03/02/2000
Delaware 05/13/2003
District of Columbia 12/05/2000
Florida 03/01/1999
Georgia 10/11/2000
Hawaii 10/12/2000
Idaho 10/11/2000
Illinois 11/18/1999
Indiana 02/28/2001
Iowa 10/11/2000
Kansas 10/11/2000
Kentucky 12/15/2000
Louisiana 10/05/2001
Maine 03/10/2000
Maryland 10/16/2000
Massachusetts 03/12/1994
Michigan 02/22/2001
Minnesota 03/14/2000
Mississippi 10/13/2000
Missouri 04/18/2000
Montana 10/11/2000
Nebraska 11/02/2000
Nevada 10/11/2000
New Hampshire 10/11/2000
New Jersey 10/24/2000
New Mexico 10/13/2000
New York 10/27/2000
North Carolina 02/22/2001
North Dakota 10/12/2000
Ohio 10/18/2000
Oklahoma 02/28/2001
Oregon 11/06/2000
Pennsylvania 10/16/2000
Puerto Rico 10/13/2000
Rhode Island 10/13/2000
South Carolina 10/13/2000
South Dakota 10/12/2000
Tennessee 03/09/2000
Texas 03/31/1999
Utah 10/12/2000
Vermont 10/11/2000
Virgin Islands 12/19/2011
Virginia 01/01/2001
Washington 10/12/2000
West Virginia 10/12/2000
Wisconsin 05/01/2000

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser