Bryan Patrick Keorlet

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

• 06/2014 → 02/2017
  Wbi Investments Inc.
  Red Bank, NJ
• 07/2014 → 12/2016
  Quasar Distributors, Llc
  Milwaukee, WI
• 01/2017 → 02/2017
  Foreside Fund Services, Llc
  Red Bank, NJ
• 02/2017 → 05/2018
  Shopoff Securities, Inc.
  Irvine, CA
• 08/2018 → 02/2024
  Fisher Investments
  Holmdel, NJ
• 03/2024 → Present
  Edelman Financial Engines
  Santa Clara, CA
• 05/2018 → 08/2018
  Unemployed
  Long Branch, NJ

Previous Registrations

• 2018-08-15 → 2024-02-22
  Fisher Investments
  Plano, TX
  Plano, TX
  Plano, TX
  Holmdel, NJ
  Holmdel, NJ
• 2014-09-09 → 2017-02-24
  Wbi Investments, Llc
  Red Bank, NJ
• 2013-07-30 → 2014-04-09
  Pnc Wealth Management Llc
  Westwood, NJ
  Emerson, NJ
  Northvale, NJ
  Emerson, NJ
• 2006-09-25 → 2013-07-12
  Lord, Abbett & Co. Llc
  Jersey City, NJ
  Jersey City, NJ

Exams

• S66 Uniform Combined State Law Examination
  2006-09-22

Designations

• Chartered Financial Analyst

Other Names

• Bryan P Keorlet