Best Investors
Account
Sign in
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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-11-14 |
| TX | RA | APPROVED_RES | 2025-04-25 |
| NY | RA | APPROVED | 2022-11-29 |
Branch Locations
4742 N 24Thst Suite 400, Phoenix, AZ 85016 • United States
1130 Rxr Plz Suite 1130, Uniondale, NY 11553 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Jericho | NY | 07/2011 | 11/2016 |
| Allstate Insurance Co | Hauppauge | NY | 11/2016 | 07/2017 |
| Lpl Financial Llc | North Babylon | NY | 07/2017 | 08/2018 |
| New York Community Bank | North Babylon | NY | 07/2017 | 08/2018 |
| The Investment Center Inc | East Islip | NY | 09/2018 | 10/2018 |
| Unemployed | Levittown | NY | 10/2018 | 11/2018 |
| Axa Advisors, Llc | New York | NY | 12/2018 | 06/2020 |
| Grand Stage Diner | East Meadow | NY | 11/2019 | 12/2019 |
| Texas Roadhouse | East Meadow | NY | 01/2020 | 06/2021 |
| Equitable Advisors, Llc | New York | NY | 12/2018 | 06/2021 |
| Equity Services, Inc. | Montpelier | VT | 06/2021 | 12/2021 |
| The Quintessential Experience In Financial Services | Hauppauge | NY | 06/2021 | 12/2021 |
| Unemployed | Levittown | NY | 01/2022 | 06/2022 |
| Davidov Law Group | New Hyde Park | NY | 06/2022 | 08/2022 |
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 10/2022 | 04/2025 |
| Edelman Financial Engines | Santa Clara | CA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-06 |
Reach out to this advisor