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Steven Michael Murray

Edelman Financial Engines

Whitman, MA

CRD 2375072

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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
MA RA APPROVED 2015-03-16
  • MA RA
    APPROVED
    Since 2015-03-16

Branch Locations

Whitman, MA • 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
Financial Engines Advisors L.L.C. Boston MA 02/2015 Present
  • 02/2015 → Present
    Financial Engines Advisors L.L.C.
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-09-13
S63 Uniform Securities Agent State Law Examination 2005-01-18
  • S65 Uniform Investment Adviser Law Examination
    2013-09-13
  • S63 Uniform Securities Agent State Law Examination
    2005-01-18
Other Names
  • Steven Mmichael Murray

View on SEC IAPD

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