Kevin Patrick St. Clair
Investment Adviser Representative at Envestnet PMC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kevin Patrick St. Clair is an investment adviser representative with Envestnet PMC in Berwyn, PA, where they have been registered since 2024. They have worked in the securities industry since 2004 and were previously registered with Lockwood Advisors Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Illinois and Pennsylvania.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Illinois, Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Pershing LLCSep 2011 – Jan 2023Hatfield, PA
- Lockwood Advisors Inc.Sep 2011 – Jan 2023Pennington, NJ
- UnemployedJan 2023 – Dec 2023Hatfield, PA
- Envestnet Asset Management, IncDec 2023 – no end date reportedBerwyn, PA
- Envestnet Financial Technologies, Inc.Dec 2023 – no end date reportedBerwyn, PA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Envestnet PMC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Subscription fee
- Other
- Firm account minimum
- $10,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 59
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Berwyn, PA
- SEC file number:
- 801-57260
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 30, 2026
View full firm profileOther advisors at Envestnet PMC
Showing 12 of 59 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kevin Patrick St. Clair has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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