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Ryan Christopher Poirier

Edelman Financial Engines

Bethesda, MD

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-12
MD RA APPROVED 2018-11-01
  • TX RA
    APPROVED
    Since 2022-01-12
  • MD RA
    APPROVED
    Since 2018-11-01

Branch Locations

6550 Rock Spring Drive Suite 510, Bethesda, MD 20817 • 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 01/2010 11/2018
Ef Legacy Securities, Llc Henrico VA 04/2016 10/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 11/2018 10/2025
Edelman Financial Engines Santa Clara CA 10/2025 Present
  • 01/2010 → 11/2018
    Edelman Financial Services Llc
    Fairfax, VA
  • 04/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 11/2018 → 10/2025
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
  • 10/2025 → Present
    Santa Clara, CA
Previous Registrations
  • 2010-02-26 → 2018-11-01
    Edelman Financial Services, Llc
    Bethesda, MD
    Fairfax, VA
    Ellicott City, MD
    Bethesda, MD
  • 2007-05-03 → 2010-01-08
    Convergent Wealth Advisors, Llc
    Rockville, MD
  • 2006-08-15 → 2007-04-09
    Truist Investment Services, Inc.
    Frederick, MD
Other Businesses

1) RENTAL PROPERTY, MYRTLE BEACH, SC, JTWROS, 3/2007, 1 HR PER MONTH, 0 HR DURING SECURITIES TRADING, RENTAL INCOME. 2)Ryan and Lesley Poirier Jt; INVESTMENT RELATED: No; ADDRESS: 203 Heron Marsh Dr, Pawleys Island, SC, 29585; NATURE: Rental Property; POSITION: JT Owner; START DATE: 02/15/2025; NUMBER OF HOURS/MONTH: 03 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Property Owner.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-03-26
S66 Uniform Combined State Law Examination 2006-08-14
  • S63 Uniform Securities Agent State Law Examination
    2010-03-26
  • S66 Uniform Combined State Law Examination
    2006-08-14
Designations

View on SEC IAPD

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