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Ryan M Singer

Edelman Financial Engines

Palm Beach Gardens, FL

CRD 4707711

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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

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-16
  • FL RA
    APPROVED
    Since 2025-10-16

Branch Locations

Palm Beach Gardens, FL • 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
Edelman Financial Services, Inc. Fairfax VA 01/2004 11/2018
Ef Legacy Securities, Llc Henrico VA 04/2016 10/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 11/2018 Present
  • 01/2004 → 11/2018
    Edelman Financial Services, Inc.
    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
  • 2006-04-28 → 2018-11-01
    Edelman Financial Services, Llc
    Fairfax, VA
    Walnut Creek, CA
    Walnut Creek, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-09-21
  • S66 Uniform Combined State Law Examination
    2004-09-21
Designations
  • Certified Financial Planner
Other Names
  • Ryan Matthew Singer

View on SEC IAPD

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