Matthew Paul Cuiffo

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

• 04/2014 → 11/2018
  Edelman Financial Services, Llc
  Fairfax, VA
• 04/2016 → 10/2018
  Ef Legacy Securities, Llc
  Henrico, VA
• 10/2018 → Present
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA

Previous Registrations

• 2014-05-02 → 2018-11-01
  Edelman Financial Services, Llc
  Garden City, NY
  Uniondale, NY
  Fairfax, VA
• 2011-10-10 → 2011-10-21
  Tiaa-Cref Individual & Institutional Services, Llc
  Melville, NY

Other Businesses

1) RENTAL PROPERTY; ORG ADDR:NORTHPORT, NY, US; NATURE OF BUS:RENTAL PROPERTY; INVST REL:NO; TITLE:OWNER; DUTIES:LANDLORD; START DT:04/01/2002; TOTAL HRS P/M:4; SEC TRDNG HRS P/M:0

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-10-07
• S66 Uniform Combined State Law Examination
  2007-02-23
• S63 Uniform Securities Agent State Law Examination
  1997-08-19

Designations

• Certified Financial Planner