# O'BRIEN SHELLY S

O'BRIEN SHELLY S appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 9 filing roles across Form ADV (9).

## Filings (9)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [QRG CAPITAL MANAGEMENT, INC.](https://search.stillhousedata.com/firm/305277) | CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY | BERWYN, PA |
| — | Form ADV | [ENVESTNET RETIREMENT SOLUTIONS, LLC](https://search.stillhousedata.com/firm/171570) | CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY | BERWYN, PA |
| — | Form ADV | [ENVESTNET PORTFOLIO SOLUTIONS, INC.](https://search.stillhousedata.com/firm/109662) | SECRETARY | BERWYN, PA |
| — | Form ADV | [ENVESTNET ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/111694) | EVP/GENERAL COUNSEL/SECRETARY | BERWYN, PA |
| — | Form ADV | [FDX ADVISORS, INC.](https://search.stillhousedata.com/firm/104601) | CHIEF LEGAL OFFICER, GENERAL COUNSEL, SECRETARY | BERWYN, PA |
| — | Form ADV | [PORTFOLIO MANAGEMENT CONSULTANTS, INC.](https://search.stillhousedata.com/firm/107747) | EVP/GENERAL COUNSEL/SECRETARY | DENVER, CO |
| — | Form ADV | [OBERON FINANCIAL TECHNOLOGY, INC.](https://search.stillhousedata.com/firm/104547) | EVP/GENERAL COUNSEL/SECRETARY | SUNNYVALE, CA |
| — | Form ADV | [ERS, INC.](https://search.stillhousedata.com/firm/167052) | CHIEF COMPLIANCE OFFICER | CHICAGO, IL |
| — | Form ADV | [ENVESTNET EMBEDDED ADVISORY, INC.](https://search.stillhousedata.com/firm/322162) | CHIEF LEGAL OFFICER/GENERAL COUNSEL/SECRETARY | CHICAGO, IL |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.