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Kristine Elizabeth Giovannelli

Edelman Financial Engines

Norwood, MA

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2018-11-01
  • MA RA
    APPROVED
    Since 2018-11-01

Branch Locations

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
Edelman Financial Services Llc Fairfax VA 01/2011 11/2018
Ef Legacy Securities, Llc Henrico VA 04/2016 10/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 11/2018 10/2021
Financial Engines Advisors L.L.C. Santa Clara CA 10/2021 03/2025
Edelman Financial Engines Santa Clara CA 03/2025 Present
  • 01/2011 → 11/2018
    Edelman Financial Services Llc
    Fairfax, VA
  • 04/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 11/2018 → 10/2021
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
  • 10/2021 → 03/2025
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 03/2025 → Present
    Edelman Financial Engines
    Santa Clara, CA
Previous Registrations
  • 2011-01-20 → 2018-11-01
    Edelman Financial Services, Llc
    Fairfax, VA
    Needham, MA
    Newton, MA
  • 2005-04-12 → 2010-07-09
    Equitable Advisors, Llc
    Deerfield, IL
    Northbrook, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-04-11
  • S66 Uniform Combined State Law Examination
    2005-04-11
Other Names
  • Kristine E Greiner
  • Kristine Elizabeth Greiner
  • Kristine E Giovannelli

View on SEC IAPD

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