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Edelman Financial Engines CRD 104510
$326B regulatory AUM 322,130 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 03/2015 | 04/2017 |
| Td Ameritrade, Inc. | Fort Worth | TX | 04/2017 | 09/2018 |
| Personal Capital Advisors Corporation | Fort Worth | TX | 03/2019 | 04/2023 |
| Unemployed | Fort Worth | TX | 09/2018 | 03/2019 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 04/2023 | 11/2025 |
| Empower Financial Services, Inc | Greenwood Village | CO | 10/2025 | 11/2025 |
| Edelman Financial Engines | Santa Clara | CA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-24 |
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