Andrew James Greene

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

• 05/2002 → 03/2020
  Fidelity Brokerage Services Llc
  Westlake, TX
• 07/2018 → 03/2020
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2020 → 10/2025
  Financial Engines Advisors L.L.C
  Santa Clara, CA
• 10/2025 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2018-07-13 → 2020-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2006-09-29 → 2018-07-13
  Strategic Advisers Llc
  Albuquerque, NM

Exams

• S66 Uniform Combined State Law Examination
  2006-09-06
• S63 Uniform Securities Agent State Law Examination
  2005-03-10

Other Names

• Andrew Greene