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Brian Michael Sites

Edelman Financial Engines

Novi, MI

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2020-04-17
  • MI RA
    APPROVED
    Since 2020-04-17

Branch Locations

39555 Orchard Hill Place Suite 365 Novi 48375, Novi, MI 48375 • 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
Fidelity Birmingham MI 09/2005 03/2020
Fidelity Personal And Workplace Advisors Boston MA 07/2018 03/2020
Financial Engines Advisors L.L.C Santa Clara CA 04/2020 Present
  • 09/2005 → 03/2020
    Fidelity
    Birmingham, MI
  • 07/2018 → 03/2020
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 04/2020 → Present
    Financial Engines Advisors L.L.C
    Santa Clara, CA
Previous Registrations
  • 2018-07-13 → 2020-03-24
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2010-02-26 → 2018-07-13
    Strategic Advisers Llc
    Birmingham, MI
    Troy, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-10-09
S63 Uniform Securities Agent State Law Examination 2006-01-30
  • S66 Uniform Combined State Law Examination
    2008-10-09
  • S63 Uniform Securities Agent State Law Examination
    2006-01-30
Designations
Other Names
  • Brian M Sites

View on SEC IAPD

Other Firms

PATHWORKS FINANCIAL, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
SPC
J.P. MORGAN SECURITIES LLC
ALLSTATE FINANCIAL ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CHARLES SCHWAB & CO., INC.
DAHRING | CUSMANO AND ASSOCIATES

Other Investors

BRYAN SCOTT SMITH
DOUGLAS SCOTT SMITH
ROBERT PAUL SCHMANSKY
Karrie Nicole Maier
DAVID RENE MERCIER
Melissa K Frantz
ANTHONY MICHAEL CARUANA
ELIZABETH KLAPPER DEUTCH

Other Offices

PATHWORKS FINANCIAL, INC. · NOVI, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Novi, MI
SPC · Novi, MI
J.P. MORGAN SECURITIES LLC · NOVI, MI
ALLSTATE FINANCIAL ADVISORS, LLC · Novi, MI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · NOVI, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Novi, MI
CHARLES SCHWAB & CO., INC. · Novi, MI

More in Novi, MI

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