Patrick James Durbin

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

• 04/2016 → 11/2018
  Edelman Financial Services, Llc
  Fairfax, VA
• 04/2016 → 10/2018
  Ef Legacy Securities, Llc
  Henrico, VA
• 11/2018 → 12/2019
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA
• 12/2019 → 06/2022
  Fidelity Brokerage Services Llc
  Annapolis, MD
• 07/2022 → Present
  Financial Engines Advisors L.L.C
  Santa Clara, CA

Previous Registrations

• 2020-01-28 → 2022-06-30
  Fidelity Personal And Workplace Advisors
  Annapolis, MD
• 2018-11-01 → 2020-01-03
  Edelman Financial Engines
  Ellicott City, MD
• 2016-04-05 → 2018-11-01
  Edelman Financial Services, Llc
  Bethesda, MD
  Fairfax, VA
  Ellicott City, MD

Exams

• S66 Uniform Combined State Law Examination
  2015-12-02

Designations

• Certified Financial Planner