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Ryan Perry

Edelman Financial Engines

Amherst, NY

CRD 6333346

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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:

Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-05-14
TX RA APPROVED_RES 2025-05-14
  • NY RA
    APPROVED
    Since 2025-05-14
  • TX RA
    APPROVED_RES
    Since 2025-05-14

Branch Locations

Amherst, NY • 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
Axa Advisors New York NY 05/2014 02/2018
Personal Capital Advisors Corporation Amherst NY 03/2018 05/2025
Empower Advisory Group, Llc Greenwood Village CO 04/2023 05/2025
Edelman Financial Engines Santa Clara CA 05/2012 Present
Previous Registrations
  • 2023-04-03 → 2025-05-13
    Empower Advisory Group, Llc
    Greenwood Village, CO
  • 2018-03-14 → 2023-04-03
    Personal Capital Advisors Corporation
    Denver, CO
    Greenwood Village, CO
    Amherst, NY
    Amherst, NY
  • 2014-07-01 → 2018-02-22
    Equitable Advisors, Llc
    Amherst, NY
    Williamsville, NY
    Williamsville, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-20
  • S66 Uniform Combined State Law Examination
    2014-06-20

View on SEC IAPD

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