Rodney Eugene Weaver

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:

Current Employers

Edelman Financial Engines

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2022-08-04
NH	RA	APPROVED	2020-01-30

TX RA
APPROVED_RES

Since 2022-08-04
NH RA
APPROVED

Since 2020-01-30

Branch Locations

Merrimack, NH • 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

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Merrimack	NH	10/2007	01/2020
Strategic Advisors Inc.	Merrimakc	NH	10/1998	07/2018
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	01/2020
Financial Engines Advisors L.L.C.	Sunnyvale	CA	01/2020	01/2022
Financial Engines Advisors L.L.C.	Santa Clara	CA	01/2022	Present

10/2007 → 01/2020

Fidelity Brokerage Services Llc

Merrimack, NH
10/1998 → 07/2018

Strategic Advisors Inc.

Merrimakc, NH
07/2018 → 01/2020

Fidelity Personal And Workplace Advisors

Boston, MA
01/2020 → 01/2022

Financial Engines Advisors L.L.C.

Sunnyvale, CA
01/2022 → Present

Financial Engines Advisors L.L.C.

Santa Clara, CA

Previous Registrations

2018-07-13 → 2020-01-30

Fidelity Personal And Workplace Advisors

Boston, MA
2008-11-13 → 2018-07-13

Strategic Advisers Llc

Merrimack, NH

Other Businesses

(1) ORG NAME:NH BAR ASSOCIATION PRO-BONO PROGRAM ORG ADDR:VARIES, NH, US NATURE OF BUS:LEGAL SERVICES INVST REL:NO TITLE:PRO-BONO ATTORNEY DUTIES: Legal representation for low-income NH residents | START DT:01/01/2007 TOTAL HRS P/M:02 Hrs. SEC TRDNG HRS P/M:0 Hrs. (2) ORG NAME: SUFFOLK UNIVERSITY CENTER FOR EXECUTIVE EDUCATION; INVST REL:NO; ADDRESS:120 TREMONT STRET, 5TH FL, BOSTON, MA 02108; POSITION: LECTURER/TEACHER; START DATE:03/30/2020; TOTAL HRS/MONTH:20HRS; SEC TRDNG HRS: 0HRS; DUTIES:TEACH EP COURSE OF CFP PROGRAM (3) Weaver Law Office, PLLC; INVESTMENT RELATED: No; ADDRESS: 52 Nashua Street, Suite 106, Milford, NH 03055; NATURE: Providing legal estate planning legal services, for a fee.; POSITION: Attorney/Managing Member; START DATE: 12/02/2024; NUMBER OF HOURS/MONTH: 10 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Business Owner. Licensed Attorney. Provide Legal Services (legal advice, drafting legal documents, assisting with the execution of legal documents and legal transactions).

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-11-12
S63	Uniform Securities Agent State Law Examination	1997-09-10

S66 Uniform Combined State Law Examination

2008-11-12
S63 Uniform Securities Agent State Law Examination

1997-09-10

Other Names

Rodney Eugene Weaver
Rodney E Weaver
Rodney E Weaver
Rodney Eugene Weaver

View on SEC IAPD