Donald Anthony Edmunds

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

• 04/2017 → 03/2019
  Foreside Fund Services, Llc
  Pittsburgh, PA
• 03/2017 → 03/2019
  Wilshire Associates Incorporated / Wilshire Consulting
  Pittsburgh, PA
• 02/2010 → 10/2016
  The Avalo Foundation, Inc.
  Palm Beach, FL
• 11/2016 → 02/2017
  Unattched
  Pittsburgh, PA
• 05/2021 → 01/2024
  Mariner Wealth Advisors
  State College, PA
• 04/2019 → 08/2020
  Unattached
  Pittsburgh, PA
• 09/2020 → 05/2021
  Us Postal Service
  Pittsburgh, PA
• 02/2024 → 04/2024
  Unattached
  Pittsburgh, PA
• 05/2024 → 08/2024
  Air Star Trans & Limousine Service Inc.
  Pittsburgh, PA
• 08/2024 → Present
  Financial Engines Advisors, L.L.C.
  Santa Clara, CA

Previous Registrations

• 2021-08-16 → 2024-01-17
  Mariner
  State College, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-16
• S63 Uniform Securities Agent State Law Examination
  2018-06-23

Other Names

• Don Edmunds