Isabel Angelina Barrow

Employer firm

Edelman Financial Engines CRD 104510

$326B regulatory AUM 322,130 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → 11/2018
  Edelman Financial Services Llc
  Fairfax, VA
• 04/2016 → 10/2018
  Ef Legacy Securities, Llc
  Henrico, VA
• 11/2018 → 12/2024
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA
• 12/2024 → Present
  Edelman Financial Engines
  Ssanta Clara, CA

Previous Registrations

• 2013-05-07 → 2018-11-01
  Edelman Financial Services, Llc
  Alexandria, VA
  Fairfax, VA
• 2005-05-18 → 2013-05-08
  Strategic Advisers Llc
  Washington, DC
  Alexandria, VA
  Tysons Corner, VA
• 2002-03-28 → 2005-03-21
  Morgan Stanley Dw Inc.
  Alexandria, VA

Other Businesses

1) Barrow Family LLC; INVESTMENT RELATED: No; ADDRESS: 14175 Old Frederick Road, Sykesville, MD 21784; NATURE: Land ownership of a family farm; POSITION: Shareholder; START DATE: 12/31/2024; NUMBER OF HOURS/MONTH: 0 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: None. 2) Oakland Farms Associates; INVESTMENT RELATED: No; ADDRESS: 14175 Old Frederick Road, Sykesville, MD 21784; NATURE: Family farm with a rented house and a farmland lease to dairy farmer; POSITION: Partner; START DATE: 12/31/2024; NUMBER OF HOURS/MONTH: 0 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: I do not have any other than a 1/3 vote with my two uncles. I have no activity or involvement other than voting power. I have not been asked to vote on anything.

Exams

• S66 Uniform Combined State Law Examination
  2002-01-22