Sean Patrick Glazier

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

• 07/2010 → 04/2018
  E*Trade Financial Corporation
  Alpharetta, CA
• 05/2018 → 03/2021
  Boyd Watterson Asset Management, Llc
  Cleveland, OH
• 09/2018 → 03/2021
  Northern Lights Distributors, Llc
  Elkhorn, NE
• 03/2021 → Present
  Financial Engines Advisors L.L.C.
  Santa Clara, CA

Previous Registrations

• 2018-05-31 → 2021-03-26
  Boyd Watterson Asset Management, Llc
  Cleveland, OH
• 2010-07-16 → 2018-04-19
  Harrisdirect Llc
  Arlington, VA
  Los Angeles, CA
• 2007-10-04 → 2010-01-19
  Strategic Advisers Llc
  Santa Monica, CA

Exams

• S66 Uniform Combined State Law Examination
  2007-06-29
• S63 Uniform Securities Agent State Law Examination
  2005-11-03

Other Names

• Sean Glazier
• Sean Patrick Glazier