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Anthony Sanchez Estrada

Edelman Financial Engines

Fairfax, VA

River Edge, NJ

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-08-14
TX RA APPROVED 2025-05-20
VA RA APPROVED 2025-05-20
NY RA APPROVED 2021-08-31
  • NJ RA
    APPROVED
    Since 2025-08-14
  • TX RA
    APPROVED
    Since 2025-05-20
  • VA RA
    APPROVED
    Since 2025-05-20
  • NY RA
    APPROVED
    Since 2021-08-31

Branch Locations

4000 Legato Road 8Th Floor, Fairfax, VA 22033 • United States

River Edge, NJ • 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
Ef Legacy Securities, Llc Henrico VA 08/2016 10/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 08/2016 04/2021
Financial Engines Advisors L.L.C. Santa Clara CA 05/2021 10/2025
Edelman Financial Engines Santa Clara CA 10/2025 Present
  • 08/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 08/2016 → 04/2021
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
  • 05/2021 → 10/2025
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 10/2025 → Present
    Edelman Financial Engines
    Santa Clara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-22
S63 Uniform Securities Agent State Law Examination 2015-06-12
  • S65 Uniform Investment Adviser Law Examination
    2020-05-22
  • S63 Uniform Securities Agent State Law Examination
    2015-06-12
Designations

View on SEC IAPD

Other Firms

ARKADIOS WEALTH ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
PALLADIUM WEALTH MANAGEMENT, LLC
PROFESSIONAL FINANCIAL SOLUTIONS, LLC
COMMONWEALTH ASSET MANAGEMENT GROUP LLC
EQUITY SERVICES, INC.
EAGLE STRATEGIES LLC

Other Investors

MICHAEL HUSTON TORREY
Patrizia Francesca Adriazola
Stephen Little
TANZIMA ASHRAFI
KAREN MAN TSANG
Andrew William Crowe
MICHAEL JOSEPH MCLENIGAN
ROBERT ESTEL COPELAND

Other Offices

ARKADIOS WEALTH ADVISORS · Fairfax, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BURKE, VA
WELLS FARGO CLEARING SERVICES, LLC · BURKE, VA
PALLADIUM WEALTH MANAGEMENT, LLC · BURKE, VA
PROFESSIONAL FINANCIAL SOLUTIONS, LLC · FAIRFAX, VA
COMMONWEALTH ASSET MANAGEMENT GROUP LLC · FAIRFAX, VA
EQUITY SERVICES, INC. · FAIRFAX, VA
EAGLE STRATEGIES LLC · BURKE, VA

More in Fairfax, VA

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