Andrew Scott Kovalcik

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

• 03/2014 → 07/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 05/2014 → 07/2017
  Bank Of America, N.A.
  Chandler, AZ
• 07/2017 → Present
  Financial Engines Advisors L.L.C.
  Phoenix, AZ

Previous Registrations

• 2014-06-02 → 2017-07-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ

Exams

• S66 Uniform Combined State Law Examination
  2014-05-28

Other Names

• Andrew S Kovalcik