Robert William Barbuto

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

• 12/2013 → 06/2019
  Fidelity Brokerage Services Llc
  Mt Kisco, NY
• 07/2018 → 06/2019
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 07/2019 → 03/2022
  Charles Schwab And Co., And Inc.
  New York City, NY
• 07/2019 → 03/2022
  Charles Schwab Bank
  New York City, NY
• 03/2022 → 08/2026
  Financial Engines Advisors L.L.C.
  Santa Clara, AZ
• 08/2026 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2019-07-30 → 2022-03-10
  Charles Schwab & Co., Inc.
  New York City, NY
  New York City, NY
  New York City, NY
• 2018-07-13 → 2019-06-21
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2014-01-27 → 2018-07-13
  Strategic Advisers Llc
  Mt Kisco, NY
• 2012-04-20 → 2013-11-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Norwalk, CT
  Stamford, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-04-18
• S63 Uniform Securities Agent State Law Examination
  2002-11-21

Other Names

• Robert William Barbuto
• Robert W Barbuto
• Robert William Barbuto