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Adam Colby Young

Edelman Financial Engines

Dublin, OH

CRD 7137812

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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
OH RA APPROVED 2023-01-25
TX RA APPROVED 2020-04-07
  • OH RA
    APPROVED
    Since 2023-01-25
  • TX RA
    APPROVED
    Since 2020-04-07

Branch Locations

Dublin, OH • 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
Financial Engines Advisors L.L.C. Sunnyvale CA 06/2009 09/2021
Arizona State University Tempe AZ 08/2015 05/2019
Jersey Mike's Subs Tempe AZ 05/2017 09/2017
Financial Engines Advisors L.L.C. Santa Clara CA 09/2021 Present
  • 06/2009 → 09/2021
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
  • 08/2015 → 05/2019
    Arizona State University
    Tempe, AZ
  • 05/2017 → 09/2017
    Jersey Mike's Subs
    Tempe, AZ
  • 09/2021 → Present
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-16
  • S65 Uniform Investment Adviser Law Examination
    2019-08-16

View on SEC IAPD

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