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Zachary James Devine

Edelman Financial Engines

Phoenix, AZ

Ann Arbor, MI

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-02-07
TX RA APPROVED_RES 2021-05-11
MI RA APPROVED 2018-11-01
  • AZ RA
    APPROVED
    Since 2023-02-07
  • TX RA
    APPROVED_RES
    Since 2021-05-11
  • MI RA
    APPROVED
    Since 2018-11-01

Branch Locations

4742 N 24Th St Suite 400, Phoenix, AZ 85016 • United States

2950 S State St Suite 250, Ann Arbor, MI 48104 • 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
Fidelity Investments Covington KY 06/2015 10/2016
Mercer Global Advisors Inc. Northville MI 11/2016 12/2016
Mercer Global Advisors Inc. Livonia MI 12/2016 04/2018
Edelman Financial Services, Llc Fairfax VA 04/2018 11/2018
Ef Legacy Securities, Llc Henrico VA 04/2018 10/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 11/2018 05/2021
Financial Engines Advisors L.L.C. Santa Clara CA 05/2021 09/2021
Financial Engines Advisors L.L.C. Santa Clara CA 09/2021 09/2025
Edelman Financial Engines Santa Clara CA 09/2025 04/2026
Edelman Financial Engines Santa Clara CA 04/2026 Present
  • 06/2015 → 10/2016
    Fidelity Investments
    Covington, KY
  • 11/2016 → 12/2016
    Mercer Global Advisors Inc.
    Northville, MI
  • 12/2016 → 04/2018
    Mercer Global Advisors Inc.
    Livonia, MI
  • 04/2018 → 11/2018
    Edelman Financial Services, Llc
    Fairfax, VA
  • 04/2018 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 11/2018 → 05/2021
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
  • 05/2021 → 09/2021
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 09/2021 → 09/2025
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 09/2025 → 04/2026
    Edelman Financial Engines
    Santa Clara, CA
  • 04/2026 → Present
    Edelman Financial Engines
    Santa Clara, CA
Previous Registrations
  • 2018-04-09 → 2018-11-01
    Edelman Financial Services, Llc
    Novi, MI
  • 2016-12-20 → 2018-04-03
    Mercer Global Advisors Inc.
    Northville, MI
    Livonia, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-20
S63 Uniform Securities Agent State Law Examination 2015-08-28
  • S65 Uniform Investment Adviser Law Examination
    2016-12-20
  • S63 Uniform Securities Agent State Law Examination
    2015-08-28
Other Names
  • Zack Devine
  • Zack J. Devine
  • Zachary J. Devine

View on SEC IAPD

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