Christopher Stephen Mattox

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

• 05/2014 → 06/2022
  Fisher Investments
  Frisco, TX
• 06/2022 → 11/2022
  Unemployed
  Propser, TX
• 12/2022 → 12/2024
  Allworth Financial, L.P.
  Folsom, CA
• 01/2025 → 03/2025
  Unemployed
  Prosper, TX
• 04/2025 → 06/2025
  Camarda Wealth Advisory Group
  Fleming Island, FL
• 07/2025 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2025-05-01 → 2025-06-30
  Camarda Wealth Advisory Group
  Fleming Island, FL
  Prosper, TX
• 2023-01-19 → 2024-11-21
  Allworth Financial, L.P.
  Addison, TX
  Folsom, CA
• 2014-05-15 → 2022-06-22
  Fisher Investments
  Prosper, TX
  Plano, TX
• 2006-07-20 → 2011-07-11
  Strategic Advisers Llc
  The Woodlands, TX
  Westlake, TX
• 2006-07-24 → 2007-03-28
  Fidelity Personal Trust Company, Fsb
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2006-07-07
• S63 Uniform Securities Agent State Law Examination
  2004-08-06

Other Names

• Christopher Stephen Mattox
• Chris Stephen Mattox
• Christopher S Mattox