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Elena Cristina Lazo Perez

Edelman Financial Engines

Fairfax, VA

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-06-23
  • VA RA
    APPROVED
    Since 2026-06-23

Branch Locations

4000 Legato Road 8Th Floor, Fairfax, VA 22033 • 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
Compass Group - Morrison Healthcare Alexandria VA 06/2016 11/2018
Truist Great Falls VA 11/2018 08/2020
Citibank Reston VA 08/2020 06/2022
Edelman Financial Engines Santa Clara CA 06/2022 Present
  • 06/2016 → 11/2018
    Compass Group - Morrison Healthcare
    Alexandria, VA
  • 11/2018 → 08/2020
    Truist
    Great Falls, VA
  • 08/2020 → 06/2022
    Citibank
    Reston, VA
  • 06/2022 → Present
    Edelman Financial Engines
    Santa Clara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-23
  • S65 Uniform Investment Adviser Law Examination
    2026-06-23

View on SEC IAPD

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Other Offices

ARKADIOS WEALTH ADVISORS · Fairfax, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BURKE, VA
WELLS FARGO CLEARING SERVICES, LLC · BURKE, VA
PALLADIUM WEALTH MANAGEMENT, LLC · BURKE, VA
PROFESSIONAL FINANCIAL SOLUTIONS, LLC · FAIRFAX, VA
COMMONWEALTH ASSET MANAGEMENT GROUP LLC · FAIRFAX, VA
EQUITY SERVICES, INC. · FAIRFAX, VA
EAGLE STRATEGIES LLC · BURKE, VA

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