Inactive

Michael Rodriguez

Edelman Financial Engines

CRD 8182936

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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

Authority	Category	Status	Date
MD	RA	APPROVED	2025-11-26
TX	RA	APPROVED	2025-11-26

MD RA
APPROVED

Since 2025-11-26
TX RA
APPROVED

Since 2025-11-26

Branch Locations

Germantown, MD • 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

Organization	City	State	From	To
Edelman Financial Engines	Santa Clara	CA	10/2025	Present
Fiduciary Decisions	Tualatin	OR	07/2022	10/2025
Facet Wealth	Baltimore	MD	07/2021	07/2022
First United Land Transfer	Allentown	PA	11/2018	07/2021
Kutztown University Of Pennsylvania	Kutztown	PA	08/2015	07/2020

10/2025 → Present

Edelman Financial Engines

Santa Clara, CA
07/2022 → 10/2025

Fiduciary Decisions

Tualatin, OR
07/2021 → 07/2022

Facet Wealth

Baltimore, MD
11/2018 → 07/2021

First United Land Transfer

Allentown, PA
08/2015 → 07/2020

Kutztown University Of Pennsylvania

Kutztown, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-11-26

S65 Uniform Investment Adviser Law Examination

2025-11-26

View on SEC IAPD

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