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Daniel Lee Honeycutt

Edelman Financial Engines

Smyrna, TN

CRD 5614589

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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:

Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-04-02
TX RA APPROVED 2026-04-01
  • TN RA
    APPROVED
    Since 2026-04-02
  • TX RA
    APPROVED
    Since 2026-04-01

Branch Locations

Smyrna, TN • 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
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
  • 09/2015 → 06/2020
    Covenant Transport
    Hutchins, TX
  • 10/2021 → 03/2024
    Fidelity Investments
    Westlake, TX
  • 06/2020 → 10/2021
    Unemployed
    Mesquite, TX
  • 01/2025 → 03/2026
    Greenwood Village, CO
  • 01/2025 → 03/2026
    Empower Financial Services, Inc
    Greenwood Village, CO
  • 03/2024 → 01/2025
    Unemployed
    Roanoke, TX
  • 03/2026 → Present
    Santa Clara, CA
Previous Registrations
  • 2025-01-24 → 2026-03-05
    Smyrna, TN
    Murfreesboro, TN
    Greenwood Village, CO
  • 2023-01-23 → 2024-04-03
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-06
S63 Uniform Securities Agent State Law Examination 2022-03-22
  • S66 Uniform Combined State Law Examination
    2023-01-06
  • S63 Uniform Securities Agent State Law Examination
    2022-03-22
Other Names
  • Daniel Lee Honeycutt
  • Daniel Lee Honeycutt
  • Daniel Lee Honeycutt

View on SEC IAPD

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