Melanie Carina Guhit

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

• 11/2017 → 04/2018
  Creative Planning
  Walnut Creek, CA
• 05/2014 → 11/2017
  Whittier Trust Company
  San Francisco, CA
• 04/2018 → 09/2018
  Unemployed
  Walnut Creek, CA
• 09/2018 → 07/2022
  Mercer Global Advisors Inc.
  Walnut Creek, CA
• 07/2022 → 08/2022
  Mercer Global Advisors Inc
  Walnut Creek, CA
• 08/2022 → Present
  Financial Engines Advisors L.L.C.
  Santa Clara, CA

Previous Registrations

• 2018-09-21 → 2022-08-05
  Mercer Global Advisors Inc.
  San Francisco, CA
  Walnut Creek, CA
• 2017-11-17 → 2018-04-30
  Creative Planning
  Walnut Creek, CA
  Overland Park, KS

Other Businesses

Carina Concepts, LLC; Not Investment Related; Nature: N/A- Not Active; Position: Owner; Start Date: 07/18/2020; 0 Hrs./Mnth; 0 Hrs. During Securities Trading Hours; Activity no longer active, but LLC is still active.

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-11-15

Designations

• Certified Financial Planner

Other Names

• Melanie C Guhit