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Brett Allen Patmore

Edelman Financial Engines

St. Petersburg, FL

CRD 8003538

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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
FL RA APPROVED 2026-07-15
TX RA APPROVED 2026-07-08
  • FL RA
    APPROVED
    Since 2026-07-15
  • TX RA
    APPROVED
    Since 2026-07-08

Branch Locations

St. Petersburg, FL • 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
Suny Geneseo Geneseo NY 08/2018 05/2024
Oak Hill Country Club Rochester NY 06/2021 08/2021
The Country Club Of Rochester Rochester NY 06/2020 08/2020
Brook Lea Country Club Rochester NY 06/2019 08/2019
Spencerport High School Spencerport NY 09/2014 06/2019
Equitable Advisors, Llc. New York NY 11/2024 11/2025
Unemployed Geneseo NY 06/2024 10/2024
Seneca Financial Advisors Llc Rochester NY 11/2025 03/2026
Edelman Financial Engines Santa Clara CA 06/2026 Present
  • 08/2018 → 05/2024
    Suny Geneseo
    Geneseo, NY
  • 06/2021 → 08/2021
    Oak Hill Country Club
    Rochester, NY
  • 06/2020 → 08/2020
    The Country Club Of Rochester
    Rochester, NY
  • 06/2019 → 08/2019
    Brook Lea Country Club
    Rochester, NY
  • 09/2014 → 06/2019
    Spencerport High School
    Spencerport, NY
  • 11/2024 → 11/2025
    Equitable Advisors, Llc.
    New York, NY
  • 06/2024 → 10/2024
    Unemployed
    Geneseo, NY
  • 11/2025 → 03/2026
    Seneca Financial Advisors Llc
    Rochester, NY
  • 06/2026 → Present
    Edelman Financial Engines
    Santa Clara, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-30
  • S66 Uniform Combined State Law Examination
    2025-01-30
Other Names
  • Brett Patmore

View on SEC IAPD

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