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Edelman Financial Engines CRD 104510
$326B regulatory AUM 322,130 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-04 |
| TX | RA | APPROVED | 2026-02-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2020 | 10/2021 |
| Cornucopia Logistics | Bethpage | NY | 07/2019 | 01/2020 |
| Nys Parks | Queens | NY | 06/2018 | 08/2018 |
| Lincoln University | Lincoln University | PA | 08/2015 | 05/2019 |
| Gil-Blu Nursery And Kindergarten | Jamaica | NJ | 06/2014 | 08/2017 |
| The Vanguard Group Inc. | Malvern | PA | 11/2021 | 05/2025 |
| Unemployed | Hollis | NY | 08/2017 | 06/2018 |
| Edelman Financial Engines | Santa Clara | CA | 02/2026 | Present |
| Liberty Mutual | Philadelphia | PA | 05/2025 | 02/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-18 |
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