Susan M Lanham

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

• 05/2014 → 11/2018
  Edelman Financial Services, Llc
  Fairfax, VA
• 04/2016 → 10/2018
  Ef Legacy Securities, Llc
  Henrico, VA
• 11/2018 → 11/2020
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA
• 02/2021 → 04/2022
  Morgan Stanley
  Hilton Head Island, SC
• 04/2022 → Present
  Financial Engines Advisors L.L.C.
  Santa Clara, CA

Previous Registrations

• 2021-03-09 → 2022-04-13
  Morgan Stanley
  Hilton Head Island, SC
• 2018-11-01 → 2020-11-09
  Edelman Financial Engines
  Newton, MA
  North Charleston, SC
• 2014-05-27 → 2018-11-01
  Edelman Financial Services, Llc
  Needham, MA
  Newton, MA
• 2013-09-03 → 2014-05-19
  Td Private Client Wealth Llc
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2021-03-22

Other Names

• Susan Michelle Yalen
• Susan Michelle Lanham