Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| VA | RA | APPROVED | 2026-08-19 |
| CO | RA | APPROVED | 2025-11-07 |
| TX | RA | APPROVED | 2025-11-07 |
Branch Locations
4000 Legato Road 8Th Floor, Fairfax , VA 22033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus | Newport Beach | CA | 08/2019 | 08/2023 |
| Passy Muir Inc | Irvine | CA | 08/2017 | 08/2019 |
| Olive Crest Academy | Orange | CA | 08/2016 | 07/2017 |
| Ubs Financial Services Inc | Denver | CO | 09/2023 | 10/2025 |
| Edelman Financial Engines | Santa Clara | CA | 11/2025 | 08/2026 |
| Edelman Financial Engines | Santa Clara | CA | 08/2026 | Present |
SUMoutdoorAdventures; non invesmtent-related; 1215 Birch St Denver, CO 80220; owner; 08/2025; 2 hours per month; 0 hours during securities trading hours; designer, e-commerce.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-18 |
Reach out to this advisor