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Andrew James Greene

Edelman Financial Engines

Alburquerque, NM

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-04-05
NM RA APPROVED 2020-04-03
  • TX RA
    APPROVED
    Since 2021-04-05
  • NM RA
    APPROVED
    Since 2020-04-03

Branch Locations

6565 Americas Parkway Ne Suite 850, Alburquerque, NM 87110 • 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 Westlake TX 05/2002 03/2020
Fidelity Personal And Workplace Advisors Boston MA 07/2018 03/2020
Financial Engines Advisors L.L.C Santa Clara CA 03/2020 10/2025
Edelman Financial Engines Santa Clara CA 10/2025 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2006-09-06
S63 Uniform Securities Agent State Law Examination 2005-03-10
  • S66 Uniform Combined State Law Examination
    2006-09-06
  • S63 Uniform Securities Agent State Law Examination
    2005-03-10
Other Names
  • Andrew Greene

View on SEC IAPD

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JAY FOSTER LIVINGSTON
ANGELO ANTHONY VALDEZ
Scott Christopher Wilson
ANTHONY JOHN CALIGARIS

Other Offices

WATERROCK WEALTH MANAGEMENT · ALBUQUERQUE, NM
GRINSTEAD WEALTH MANAGEMENT · ALBUQUERQUE, NM
EAGLE STRATEGIES LLC · ALBUQUERQUE, NM
RAYMOND JAMES & ASSOCIATES, INC. · Albuquerque, NM
MORGAN STANLEY · Albuquerque, NM
UNITED CAPITAL FINANCIAL ADVISORS · ALBUQUERQUE, NM
PFS INVESTMENTS INC. · Albuquerque, NM
SOWELL MANAGEMENT · Albuquerque, NM

More in Alburquerque, NM

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