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Edelman Financial Engines CRD 104510
$326B regulatory AUM 322,130 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-10-23 |
| CA | RA | APPROVED | 2025-10-22 |
| TX | RA | APPROVED | 2025-10-22 |
Branch Locations
4000 Legato Road 8Th Floor, Fairfax, VA 22033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Woodside | CA | 10/2009 | 04/2024 |
| Tiaa | San Francisco | CA | 06/2024 | 10/2025 |
| Tiaa-Cref Individual & Institutional Services, Llc | San Francisco | CA | 06/2024 | 10/2025 |
| Edelman Financial Engines | Santa Clara | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-10-30 |
| S65 | Uniform Investment Adviser Law Examination | 2011-06-13 |
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