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Michael David Meuse

Edelman Financial Engines

Farmington, Town Of, CT

Norwood, MA

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-08-12
NH RA APPROVED 2025-06-09
TX RA APPROVED_RES 2023-01-06
MA RA APPROVED 2021-04-13
  • CT RA
    APPROVED
    Since 2026-08-12
  • NH RA
    APPROVED
    Since 2025-06-09
  • TX RA
    APPROVED_RES
    Since 2023-01-06
  • MA RA
    APPROVED
    Since 2021-04-13

Branch Locations

74 Batterson Park Rd 2Nd Floor , Farmington, Town Of, CT 06032 • United States

720 University Ave. Suite 230, Norwood, MA 02062 • 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
Ef Legacy Securities, Llc Henrico VA 08/2016 11/2018
Edelman Financial Services, Llc Fairfax VA 08/2016 11/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 11/2018 02/2019
Fidelity Brokerage Services Llc Shrewsbury MA 02/2019 03/2021
Financial Engines Advisors L.L.C. Santa Clara CA 03/2021 Present
  • 08/2016 → 11/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 08/2016 → 11/2018
    Edelman Financial Services, Llc
    Fairfax, VA
  • 11/2018 → 02/2019
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
  • 02/2019 → 03/2021
    Fidelity Brokerage Services Llc
    Shrewsbury, MA
  • 03/2021 → Present
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
Previous Registrations
  • 2020-02-11 → 2021-04-06
    Fidelity Personal And Workplace Advisors
    Shrewsbury, MA
  • 2018-11-01 → 2019-02-28
    Edelman Financial Engines
    Sunnyvale, CA
  • 2016-09-21 → 2018-11-01
    Edelman Financial Services, Llc
    Burlington, MA
    Fairfax, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-29
S63 Uniform Securities Agent State Law Examination 2016-01-15
  • S65 Uniform Investment Adviser Law Examination
    2016-03-29
  • S63 Uniform Securities Agent State Law Examination
    2016-01-15
Other Names
  • Mike Meuse

View on SEC IAPD

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