David Vazquez

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

• 09/2021 → 08/2024
  The Vanguard Group, Inc.
  Malvern, PA
• 06/2021 → 11/2024
  Pj Whelihan's Restaurant Group
  Malvern, PA
• 10/2020 → 09/2021
  Applebee's Neighborhood Bar And Grill
  West Chester, PA
• 02/2015 → 10/2020
  On The Border Cantina And Grill
  Exton, PA
• 02/2018 → 02/2021
  Western Governor's University
  Salt Lake City, UT
• 08/2024 → 09/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Folsom, PA
• 12/2024 → 09/2025
  Bank Of America, N.A
  Folsom, PA
• 09/2025 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2024-10-19 → 2025-09-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Folsom, PA
  Folsom, PA
  New York, NY

Other Businesses

Chickie's & Pete's; not investment-related; 675 Shannondell Blvd, Eagleville, PA 19403; food service; server; 12/2024; 20 hours/month; 0 hours during securities trading hours; server/bartender.

Exams

• S66 Uniform Combined State Law Examination
  2024-10-18
• S63 Uniform Securities Agent State Law Examination
  2022-03-07

Other Names

• David Vazquez
• David Anthony Vazquez