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Stephen Barry Freedman

Edelman Financial Engines

Burlington, MA

CRD 3095502

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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:

Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-04-14
TX RA APPROVED 2023-01-03
MA RA APPROVED 2018-11-01
  • NH RA
    APPROVED
    Since 2025-04-14
  • TX RA
    APPROVED
    Since 2023-01-03
  • MA RA
    APPROVED
    Since 2018-11-01

Branch Locations

25 Burlington Mall Road Suite 405, Burlington, MA 01803 • 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 10/2018
Edelman Financial Services, Llc Fairfax VA 08/2016 11/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 11/2018 Present
  • 08/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 08/2016 → 11/2018
    Edelman Financial Services, Llc
    Fairfax, VA
  • 11/2018 → Present
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
Previous Registrations
  • 2016-08-22 → 2018-11-01
    Edelman Financial Services, Llc
    Burlington, MA
    Fairfax, VA
  • 2011-10-26 → 2016-08-17
    Usaa Financial Planning Services
    Needham, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-17
S63 Uniform Securities Agent State Law Examination 1998-08-13
  • S66 Uniform Combined State Law Examination
    2011-10-17
  • S63 Uniform Securities Agent State Law Examination
    1998-08-13
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

RPG FAMILY WEALTH ADVISORY, LLC
RISK PARADIGM GROUP, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

Ryan Richard Kolden
WILLIAM T EATON
MITCHELL ALAN GOLDFELD

Nearby Offices

RPG FAMILY WEALTH ADVISORY, LLC · BURLINGTON, MA
RISK PARADIGM GROUP, LLC · BURLINGTON, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BURLINGTON, MA

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