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Anthony Nelson Badillo

Edelman Financial Engines

Fairfax, VA

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-09-22
VA RA APPROVED 2022-02-08
  • TX RA
    APPROVED
    Since 2022-09-22
  • VA RA
    APPROVED
    Since 2022-02-08

Branch Locations

4000 Legato Road 8Th Floor, Fairfax, VA 22033 • 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
Edelman Financial Services Llc Fairfax VA 02/2013 11/2016
Ef Legacy Securities, Llc Fairfax VA 04/2016 11/2016
Sullivan Bruyette Speros & Blayney Mclean VA 11/2016 01/2018
Guardian Life Insurance Company Charlotte NC 03/2018 05/2018
Park Avenue Securities Charlotte NC 03/2018 05/2018
Gen Y Planning Austin TX 05/2018 10/2018
The Vanguard Group, Inc Charlotte NC 11/2018 02/2021
Turbo Tax Mountain View CA 01/2019 12/2020
Charles Schwab & Co., Inc. Yardley PA 01/2022 02/2022
Charles Schwab Bank, Ssb Yardley PA 01/2022 02/2022
Financial Engines Advisors L.L.C. Santa Clara CA 02/2022 10/2025
Facet Wealth Baltimore MD 03/2021 12/2021
Edelman Financial Engines Santa Clara CA 10/2025 Present
  • 02/2013 → 11/2016
    Edelman Financial Services Llc
    Fairfax, VA
  • 04/2016 → 11/2016
    Ef Legacy Securities, Llc
    Fairfax, VA
  • 11/2016 → 01/2018
    Sullivan Bruyette Speros & Blayney
    Mclean, VA
  • 03/2018 → 05/2018
    Guardian Life Insurance Company
    Charlotte, NC
  • 03/2018 → 05/2018
    Park Avenue Securities
    Charlotte, NC
  • 05/2018 → 10/2018
    Gen Y Planning
    Austin, TX
  • 11/2018 → 02/2021
    The Vanguard Group, Inc
    Charlotte, NC
  • 01/2019 → 12/2020
    Turbo Tax
    Mountain View, CA
  • 01/2022 → 02/2022
    Charles Schwab & Co., Inc.
    Yardley, PA
  • 01/2022 → 02/2022
    Charles Schwab Bank, Ssb
    Yardley, PA
  • 02/2022 → 10/2025
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 03/2021 → 12/2021
    Facet Wealth
    Baltimore, MD
  • 10/2025 → Present
    Edelman Financial Engines
    Santa Clara, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-10-12
S63 Uniform Securities Agent State Law Examination 2007-09-20
  • S65 Uniform Investment Adviser Law Examination
    2013-10-12
  • S63 Uniform Securities Agent State Law Examination
    2007-09-20
Designations
Other Names
  • Anthony N Badillo
  • Anthony Nelson Badillo
  • Anthony Badillo

View on SEC IAPD

Other Firms

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WELLS FARGO CLEARING SERVICES, LLC
PALLADIUM WEALTH MANAGEMENT, LLC
PROFESSIONAL FINANCIAL SOLUTIONS, LLC
COMMONWEALTH ASSET MANAGEMENT GROUP LLC
EQUITY SERVICES, INC.
EAGLE STRATEGIES LLC

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Patrizia Francesca Adriazola
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TANZIMA ASHRAFI
KAREN MAN TSANG
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MICHAEL JOSEPH MCLENIGAN
ROBERT ESTEL COPELAND

Other Offices

ARKADIOS WEALTH ADVISORS · Fairfax, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BURKE, VA
WELLS FARGO CLEARING SERVICES, LLC · BURKE, VA
PALLADIUM WEALTH MANAGEMENT, LLC · BURKE, VA
PROFESSIONAL FINANCIAL SOLUTIONS, LLC · FAIRFAX, VA
COMMONWEALTH ASSET MANAGEMENT GROUP LLC · FAIRFAX, VA
EQUITY SERVICES, INC. · FAIRFAX, VA
EAGLE STRATEGIES LLC · BURKE, VA

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