Peter Charles Holliday

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

• 01/2014 → 11/2018
  Edelman Financial Group Llc
  Fairfax, VA
• 04/2016 → 10/2018
  Ef Legacy Securities, Llc
  Henrico, VA
• 11/2018 → Present
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA

Previous Registrations

• 2014-01-16 → 2018-11-01
  Edelman Financial Services, Llc
  Huntington Beach, CA
  Costa Mesa, CA
  Fairfax, VA
• 2006-09-11 → 2014-01-28
  Charles Schwab & Co., Inc.
  Laguna Hills, CA
  Mission Viejo, CA
• 2004-07-23 → 2006-02-24
  Lpl Financial Llc
  La Quinta, CA
  La Quinta, CA
• 2003-04-02 → 2004-07-27
  Waddell & Reed
  Indian Wells, CA

Exams

• S66 Uniform Combined State Law Examination
  2003-03-28

Other Names

• Peter Charles Holliday