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Carl Anthony Annese

Edelman Financial Engines

Burlington, Town Of, MA

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-03
MA RA APPROVED 2026-01-02
  • TX RA
    APPROVED
    Since 2026-02-03
  • MA RA
    APPROVED
    Since 2026-01-02

Branch Locations

25 Burlington Mall Rd Suite 405, Burlington, Town Of, 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
Edelman Financial Engines Santa Clara CA 05/2019 02/2026
Siharum Advisors Boston MA 12/2015 04/2019
Edelman Financial Engines Santa Clara CA 02/2026 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-24
  • S65 Uniform Investment Adviser Law Examination
    2025-12-24
Other Names
  • Carl Annese Iii

View on SEC IAPD

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