Robert M Aceves

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

• 12/2015 → 11/2018
  Edelman Financial Services Llc
  Fairfax, VA
• 04/2016 → 10/2018
  Ef Legacy Securities, Llc
  Henrico, VA
• 11/2018 → Present
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA

Previous Registrations

• 2015-12-02 → 2018-11-01
  Edelman Financial Services, Llc
  Costa Mesa, CA
  Fairfax, VA
• 2014-02-26 → 2015-09-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Farmington Hills, MI
  Farmington Hills, MI

Exams

• S66 Uniform Combined State Law Examination
  2014-02-24
• S63 Uniform Securities Agent State Law Examination
  2009-04-03

Other Names

• Robert M Meza
• Robert M Meza
• Robert Munoz Meza
• Robert Munoz Meza