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Robert Matthew Kinsella

Edelman Financial Engines

Phoenix, AZ

Newport, KY

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-12-08
KY RA APPROVED 2024-08-12
TX RA APPROVED 2024-08-12
  • AZ RA
    APPROVED
    Since 2025-12-08
  • KY RA
    APPROVED
    Since 2024-08-12
  • TX RA
    APPROVED
    Since 2024-08-12

Branch Locations

4742 N 24Th St Suite 400, Phoenix, AZ 85016 • United States

Newport, KY • 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
Fidelity Brokerage Services Llc Covington KY 02/2016 09/2018
Fidelity Personal And Workplace Advisors Boston MA 07/2018 09/2018
Morgan Stanley Cincinnati OH 09/2018 06/2020
Morgan Stanley Private Bank, N.A. New York NY 10/2018 06/2020
Fidelity Investmetns Covington KY 06/2020 07/2024
Edelman Financial Engines Santa Clara CA 08/2024 04/2025
Edelman Financial Engines Santa Clara CA 04/2025 07/2026
Edelman Financial Engines Santa Clara CA 07/2026 Present
  • 02/2016 → 09/2018
    Fidelity Brokerage Services Llc
    Covington, KY
  • 07/2018 → 09/2018
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 09/2018 → 06/2020
    Morgan Stanley
    Cincinnati, OH
  • 10/2018 → 06/2020
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 06/2020 → 07/2024
    Fidelity Investmetns
    Covington, KY
  • 08/2024 → 04/2025
    Edelman Financial Engines
    Santa Clara, CA
  • 04/2025 → 07/2026
    Edelman Financial Engines
    Santa Clara, CA
  • 07/2026 → Present
    Edelman Financial Engines
    Santa Clara, CA
Previous Registrations
  • 2021-08-19 → 2024-07-30
    Fidelity Personal And Workplace Advisors
    Covington, KY
  • 2018-10-11 → 2020-05-27
    Morgan Stanley
    Cincinnati, OH
    Cincinnati, OH
    Cincinnati, OH
  • 2018-07-13 → 2018-09-21
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2017-01-31 → 2018-07-13
    Strategic Advisers Llc
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-17
S63 Uniform Securities Agent State Law Examination 2016-05-23
  • S66 Uniform Combined State Law Examination
    2016-10-17
  • S63 Uniform Securities Agent State Law Examination
    2016-05-23
Other Names
  • Bob Kinsella
  • Robert Matthew Kinsella
  • Robert Kinsella

View on SEC IAPD

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