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Matthew Charles Wollick

Edelman Financial Engines

West Conshohocken, PA

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-09-06
PA RA APPROVED 2018-11-01
  • TX RA
    APPROVED
    Since 2019-09-06
  • PA RA
    APPROVED
    Since 2018-11-01

Branch Locations

100 Front Street Suite 1210, West Conshohocken, PA 19428 • 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
Ef Legacy Securities, Llc Henrico VA 08/2016 10/2018
Edelman Financial Services, Llc Fairfax VA 08/2016 11/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 11/2018 Present
  • 08/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 08/2016 → 11/2018
    Edelman Financial Services, Llc
    Fairfax, VA
  • 11/2018 → Present
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
Previous Registrations
  • 2016-08-12 → 2018-11-01
    Edelman Financial Services, Llc
    West Conshohocken, PA
    Fairfax, VA
    White Plains, NY
  • 2011-08-17 → 2016-07-29
    Usaa Financial Planning Services
    Philadelphia, PA
  • 2000-05-16 → 2006-10-30
    Vanguard Advisers, Inc.
    Malvern, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-23
S63 Uniform Securities Agent State Law Examination 1996-03-27
  • S65 Uniform Investment Adviser Law Examination
    2016-09-23
  • S63 Uniform Securities Agent State Law Examination
    1996-03-27
Designations

View on SEC IAPD

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Other Investors

HENRY BARTON RILEY
JANNA MARTINELLI FORTE
MICHAEL DONALD JONES
JAMES MCCALL TATLOW
CHRISTOPHER CHARLES GECZY
Charles Herman
ANDREW J GIANNONE
Patrick Andrew Tucci

Other Offices

VERDIS INVESTMENT MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA
BARTON INVESTMENT MANAGEMENT, LLC · W. CONSHOHOCKEN, PA
RH TAILWIND MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA
MATTERHORN CAPITAL ADVISORS, LLC · WEST CONSHOHOCKEN, PA
GKFO, LLC · W. CONSHOHOCKEN, PA
MEREO CAPITAL PARTNERS, LLC · CONSHOHOCKEN, PA
MORGAN STANLEY AIP GP LP · WEST CONSHOHOCKEN, PA
AVONWOOD CAPITAL MANAGEMENT LLC · WEST CONSHOHOCKEN, PA

More in West Conshohocken, PA

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