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Edelman Financial Engines CRD 104510
$326B regulatory AUM 322,130 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-04-02 |
| TX | RA | APPROVED | 2026-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Covenant Transport | Hutchins | TX | 09/2015 | 06/2020 |
| Fidelity Investments | Westlake | TX | 10/2021 | 03/2024 |
| Unemployed | Mesquite | TX | 06/2020 | 10/2021 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 01/2025 | 03/2026 |
| Empower Financial Services, Inc | Greenwood Village | CO | 01/2025 | 03/2026 |
| Unemployed | Roanoke | TX | 03/2024 | 01/2025 |
| Edelman Financial Engines | Santa Clara | CA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-22 |
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