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Christian Edward Forsyth

Edelman Financial Engines

Farmington, CT

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2018-11-01
TX RA APPROVED 2018-11-01
  • CT RA
    APPROVED
    Since 2018-11-01
  • TX RA
    APPROVED
    Since 2018-11-01

Branch Locations

74 Batterson Park Rd 2Nd Floor, Farmington, CT 06032 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edelman Financial Services Llc Fairfax VA 05/2015 11/2018
Ef Legacy Securities, Llc Henrico VA 04/2016 10/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 11/2018 08/2026
Edelman Financial Engines Santa Clara CA 08/2026 Present
  • 05/2015 → 11/2018
    Edelman Financial Services Llc
    Fairfax, VA
  • 04/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 11/2018 → 08/2026
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
  • 08/2026 → Present
    Edelman Financial Engines
    Santa Clara, CA
Previous Registrations
  • 2015-05-11 → 2018-11-01
    Edelman Financial Services, Llc
    White Plains, NY
    Fairfax, VA
    Farmington, CT
  • 2004-01-06 → 2004-12-31
    Chase Investment Services Corp.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-07-15
S63 Uniform Securities Agent State Law Examination 1999-11-01
  • S66 Uniform Combined State Law Examination
    2003-07-15
  • S63 Uniform Securities Agent State Law Examination
    1999-11-01
Designations

View on SEC IAPD

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Other Offices

NEW ENGLAND ASSET MANAGEMENT, INC. · FARMINGTON, CT
CREATIVE PLANNING · Farmington, CT
NEW ENGLAND ASSET MANAGEMENT, INC. · FARMINGTON, CT
MJP WEALTH ADVISORS · FARMINGTON, CT
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Farmington, CT
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Farmington, CT
RBC CAPITAL MARKETS, LLC · Farmington, CT
WELLS FARGO CLEARING SERVICES, LLC · FARMINGTON, CT

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