Edgardo Angel Melendez

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

• 02/2016 → 09/2018
  Financial Engines Advisors L.L.C.
  Phoenix, AZ
• 11/2018 → Present
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 09/2018 → 11/2018
  Unemployed
  Tampa, FL

Previous Registrations

• 2016-04-11 → 2018-09-14
  Edelman Financial Engines
  Phoenix, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-04-11
• S63 Uniform Securities Agent State Law Examination
  2014-10-21

Other Names

• Edgardo Angel Melendez Muniz