Andrew Nicholas Coyne

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

• 05/2015 → 11/2018
  Edelman Financial Services Llc
  Fairfax, VA
• 04/2016 → 10/2018
  Ef Legacy Securities, Llc
  Henrico, VA
• 11/2018 → 05/2021
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA
• 05/2021 → Present
  Financial Engines Advisors L.L.C.
  Santa Clara, CA

Previous Registrations

• 2015-05-11 → 2018-11-01
  Edelman Financial Services, Llc
  Ellicott City, MD
  Fairfax, VA
  Annapolis, MD
• 2003-08-25 → 2015-05-12
  Charles Schwab & Co., Inc.
  Washington, DC
  Bethesda, MD
  Annapolis, MD

Exams

• S66 Uniform Combined State Law Examination
  2005-01-21
• S65 Uniform Investment Adviser Law Examination
  1996-12-20
• S63 Uniform Securities Agent State Law Examination
  1996-12-06