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William E Toomey

Edelman Financial Engines

Town Of Burlington, MA

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-12-19
  • MA RA
    APPROVED
    Since 2024-12-19

Branch Locations

25 Burlington Mall Rd Suite 405, Town Of Burlington, MA 01803 • 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. Santa Clara CA 01/2024 Present
Putnam Investments/Franklin Templeton Investments Andover MA 06/2022 01/2024
Gentle Giant Moving Inc Wilmington MA 09/2020 08/2021
Green Oak Financial Services Milton MA 06/2020 12/2021
Merrimack College North Andover MA 12/2019 05/2022
Commander Contracting Winchester MA 07/2017 01/2020
Student North Andover MA 09/2014 05/2022
  • 01/2024 → Present
    Financial Engines Advisors, L.L.C.
    Santa Clara, CA
  • 06/2022 → 01/2024
    Putnam Investments/Franklin Templeton Investments
    Andover, MA
  • 09/2020 → 08/2021
    Gentle Giant Moving Inc
    Wilmington, MA
  • 06/2020 → 12/2021
    Green Oak Financial Services
    Milton, MA
  • 12/2019 → 05/2022
    Merrimack College
    North Andover, MA
  • 07/2017 → 01/2020
    Commander Contracting
    Winchester, MA
  • 09/2014 → 05/2022
    Student
    North Andover, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-24
S63 Uniform Securities Agent State Law Examination 2023-11-04
  • S65 Uniform Investment Adviser Law Examination
    2024-08-24
  • S63 Uniform Securities Agent State Law Examination
    2023-11-04

View on SEC IAPD

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Ryan Richard Kolden
WILLIAM T EATON
MITCHELL ALAN GOLDFELD
JUAN DONABEDIAN
SHARON M CONSOLI
John Edwardh
Meaghan Anne Murphy Keeven
STEPHEN BARRY FREEDMAN

Other Offices

RPG FAMILY WEALTH ADVISORY, LLC · BURLINGTON, MA
RISK PARADIGM GROUP, LLC · BURLINGTON, MA
EDELMAN FINANCIAL ENGINES · BURLINGTON, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BURLINGTON, MA
ONEPOINT BFG WEALTH PARTNERS · Burlington, MA
EDELMAN FINANCIAL ENGINES · BURLINGTON, TOWN OF, MA
RISK PARADIGM GROUP, LLC · Burlington, MA
GREENWAY FINANCIAL ADVISORS LLC · BURLINGTON, MA

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