Kelly Ann Boisvert

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

• 07/2009 → 11/2018
  Edelman Financial Services Llc
  Fairfax, VA
• 04/2016 → 10/2019
  Ef Legacy Securities, Llc
  Henrico, VA
• 11/2018 → 02/2022
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA
• 02/2022 → 01/2023
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 01/2023 → Present
  Financial Engines Advisors L.L.C.
  Santa Clara, CA

Previous Registrations

• 2009-08-05 → 2018-11-01
  Edelman Financial Services, Llc
  Fairfax, VA
  Henrico, VA
• 2008-02-29 → 2009-08-06
  Edelman Financial Advisors Llc
  Richmond, VA
  Fairfax, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-02-28
• S63 Uniform Securities Agent State Law Examination
  2007-07-27

Other Names

• Kelly Ann Boyd
• Kelly A Boisvert
• Kelly A Boyd