Best Investors Account Sign in
Inactive

Matthew Leonard Turner

Edelman Financial Engines

West Conshohocken, PA

Claim This Profile
Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2016-11-30
TX RA APPROVED 2016-11-30
  • PA RA
    APPROVED
    Since 2016-11-30
  • TX RA
    APPROVED
    Since 2016-11-30

Branch Locations

100 Front Street Suite 1210, West Conshohocken, PA 19428 • 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
Tmfs Advisors, Llc East Norriton PA 04/2016 11/2016
Financial Engines Advisors L.L.C. Plymouth Meeting PA 11/2016 Present
  • 04/2016 → 11/2016
    Tmfs Advisors, Llc
    East Norriton, PA
  • 11/2016 → Present
    Financial Engines Advisors L.L.C.
    Plymouth Meeting, PA
Previous Registrations
  • 2016-04-01 → 2016-11-30
    Financial Engines Advisor Center, Llc
    Plymouth Meeting, PA
    Overland Park, KS
  • 2011-07-05 → 2016-04-21
    The Mutual Fund Store
    East Norriton, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-03-11
  • S65 Uniform Investment Adviser Law Examination
    2010-03-11

View on SEC IAPD

Other Firms

VERDIS INVESTMENT MANAGEMENT, LLC
BARTON INVESTMENT MANAGEMENT, LLC
RH TAILWIND MANAGEMENT, LLC
MATTERHORN CAPITAL ADVISORS, LLC
GKFO, LLC
MEREO CAPITAL PARTNERS, LLC
MORGAN STANLEY AIP GP LP
AVONWOOD CAPITAL MANAGEMENT LLC

Other Investors

HENRY BARTON RILEY
JANNA MARTINELLI FORTE
MICHAEL DONALD JONES
JAMES MCCALL TATLOW
CHRISTOPHER CHARLES GECZY
Charles Herman
ANDREW J GIANNONE
Patrick Andrew Tucci

Other Offices

VERDIS INVESTMENT MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA
BARTON INVESTMENT MANAGEMENT, LLC · W. CONSHOHOCKEN, PA
RH TAILWIND MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA
MATTERHORN CAPITAL ADVISORS, LLC · WEST CONSHOHOCKEN, PA
GKFO, LLC · W. CONSHOHOCKEN, PA
MEREO CAPITAL PARTNERS, LLC · CONSHOHOCKEN, PA
MORGAN STANLEY AIP GP LP · WEST CONSHOHOCKEN, PA
AVONWOOD CAPITAL MANAGEMENT LLC · WEST CONSHOHOCKEN, PA

More in West Conshohocken, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor