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Emily C. Stark

Edelman Financial Engines

Youngstown, OH

Fairfax, VA

CRD 8215312

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-14
VA RA APPROVED 2026-07-14
OH RA APPROVED 2026-02-09
  • TX RA
    APPROVED
    Since 2026-07-14
  • VA RA
    APPROVED
    Since 2026-07-14
  • OH RA
    APPROVED
    Since 2026-02-09

Branch Locations

Youngstown, OH • United States

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
Edelman Financial Engines Santa Clara CA 10/2019 07/2026
Pnc Bank Stafford VA 09/2015 10/2019
Edelman Financial Engines Santa Clara CA 07/2026 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-02
  • S65 Uniform Investment Adviser Law Examination
    2026-02-02
Other Names
  • Emily Catherine Butler

View on SEC IAPD

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