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Francis Anthony Petrangelo

Edelman Financial Engines

East Longmeadow, MA

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-05-22
TX RA APPROVED 2024-06-27
MA RA APPROVED 2022-11-02
  • NH RA
    APPROVED
    Since 2025-05-22
  • TX RA
    APPROVED
    Since 2024-06-27
  • MA RA
    APPROVED
    Since 2022-11-02

Branch Locations

382 N Main St Suite 201, East Longmeadow, MA 01028 • 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
Fidelity Investments Institutional Services Company, Inc. Boston MA 10/1996 03/2020
Fidelity Brokerage Services Llc Marlborough MA 01/2008 03/2020
The Prudential Insurance Company Of America Marlborough MA 11/2020 04/2021
Pruco Securities, Llc Marlborough MA 11/2020 04/2021
Unemployed Mansfield MA 04/2020 11/2020
Citizens Securities, Inc. Cambridge MA 04/2021 10/2022
Financial Engines Advisors L.L.C. Santa Clara CA 10/2022 Present
  • 10/1996 → 03/2020
    Fidelity Investments Institutional Services Company, Inc.
    Boston, MA
  • 01/2008 → 03/2020
    Fidelity Brokerage Services Llc
    Marlborough, MA
  • 11/2020 → 04/2021
    The Prudential Insurance Company Of America
    Marlborough, MA
  • 11/2020 → 04/2021
    Pruco Securities, Llc
    Marlborough, MA
  • 04/2020 → 11/2020
    Unemployed
    Mansfield, MA
  • 04/2021 → 10/2022
    Cambridge, MA
  • 10/2022 → Present
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
Previous Registrations
  • 2021-05-13 → 2022-10-11
    Cambridge, MA
    Cambridge, MA
    Woburn, MA
    Boston, MA
    Natick, MA
    Cambridge, MA
    Cambridge, MA
    Cambridge, MA
Other Businesses

1) RENTAL PROPERTY - 200 SWANTON STREET UNIT 511 WINCHESTER, MA POSITION: landlord NATURE: Real Estate Development Rental and Leasing INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2006 ADDRESS: 200 Swanton Street, unit 511, Winchester MA 01890, United States DESCRIPTION: collecting rent; repairs as necessary 2) Belize Lot 149 LLC; INVESTMENT RELATED: No; ADDRESS: 1401 Brickell Ave, Suite 330, Miami, FL 33131; NATURE: Land in Belize, rental property to be built on it.; POSITION: Owner; START DATE: 11/03/2022; NUMBER OF HOURS/MONTH: 03 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Trying to get the build done, then administrative. Management company will handle rentals and maintenance.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-02
S63 Uniform Securities Agent State Law Examination 1996-11-18
  • S65 Uniform Investment Adviser Law Examination
    2021-06-02
  • S63 Uniform Securities Agent State Law Examination
    1996-11-18
Designations
Other Names
  • Francis Anthony Petrangelo
  • Francis Anthony Petrangelo
  • Fran Petrangelo

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