Benjamin Shbeeb

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2026 → Present
  Edelman Financial Engines
  Santa Clara, CA
• 10/2022 → Present
  Create To Connect Llc
  Charlotte, NC
• 03/2020 → Present
  Shbeeb Weddings
  Akron, OH
• 08/2017 → 04/2020
  Grace Church Norton
  Norton, OH
• 01/2015 → 08/2017
  The Chapel Akron
  Akron, OH

Other Businesses

1)Create to Connect LLC; INVESTMENT RELATED: No; ADDRESS: River Dr., Belmont, NC 28012; NATURE: Videography; POSITION: Principal & Client Services Manager; START DATE: 10/2022; NUMBER OF HOURS/MONTH: 15Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Oversee operations and client communications. 2)Shbeeb Weddings; INVESTMENT RELATED: No; ADDRESS: 3342 RAMSGATE ST. NW North Canton, OH 44720; NATURE: Videography; POSITION: Co-Founder & Client Experience Lead; START DATE: 03/2020; NUMBER OF HOURS/MONTH: 5-10 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Operations and client communications.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-26

Other Names

• Ben Shbeeb