Luigi Derose

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

• 04/2016 → 03/2022
  Financial Engines Advisors L.L.C.
  Phoenix, AZ
• 03/2022 → Present
  Financial Engines Advisors L.L.C.
  Santa Clara, CA

Other Businesses

NAME OF COMPANY: GALLERY HOME CONCEPTS, LLC (NON-INVESTMENT RELATED) COMPANY ADDRESS: 13859 N SUNSET DR. FOUNTAIN HILLS, AZ 85268; POSITION: MANAGING MEMBER; START DATE: 02/2007; HOURS WORKED PER MONTH: 0 HOURS WORKED DURING SECURITIES TRADING HOURS: 0 HOURS; THIS LLC IS ACTIVE BUT IS NO LONGER CONDUCTING BUSINESS ACTIVITIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-05-13
• S63 Uniform Securities Agent State Law Examination
  2014-03-13

Other Names

• Luigi De Rose