Emil Gil Ben-David

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

• 09/2011 → 04/2017
  Fidelity Brokerage Services Llc
  Roslyn, NY
• 04/2017 → 10/2018
  Ef Legacy Securities, Llc
  Henrico, VA
• 04/2017 → 11/2018
  Edelman Financial Services, Llc
  Fairfax, VA
• 11/2018 → Present
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA

Previous Registrations

• 2017-05-01 → 2018-11-01
  Edelman Financial Services, Llc
  Uniondale, NY
  Fairfax, VA
• 2013-08-01 → 2017-04-10
  Strategic Advisers Llc
  Roslyn, NY
• 2010-12-07 → 2011-08-30
  Chase Investment Services Corp.
  Brooklyn, NY
  Brooklyn, NY
• 2010-04-22 → 2010-12-20
  Equitable Advisors, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2009-12-24

Designations

• Certified Financial Planner

Other Names

• Emil Gil Ben-David
• Emil G Ben-David