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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-07 |
| CA | RA | APPROVED | 2025-08-11 |
| TX | RA | APPROVED | 2025-08-11 |
Branch Locations
Los Angeles, CA • United States
Philadelphia, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edelman Financial Engines | Santa Clara | CA | 07/2025 | Present |
| University Of California, Los Angeles | Los Angeles | CA | 09/2021 | 12/2024 |
| Curbstand | Los Angeles | CA | 03/2025 | 05/2025 |
| Ucla Residential Life | Los Angeles | CA | 09/2021 | 03/2023 |
| American Cooperative School Of Tunis | Tunis | 01/2014 | 05/2021 | |
| Unemployed | Tunis | 06/2021 | 08/2021 |
I own an LLC called Loomora; Business is not investment related and the address is 10390 Wilshire Boulevard, 803, Los Angeles, California, 90024. Position: Managing Partner. I no longer devote any time to this business. I do not have any duties to the business except for capital injection whenever needed.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-11 |
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