Best Investors Account Sign in
Inactive

Scott Matthew Morrello

Edelman Financial Engines

Tysons Corner , VA

Alexandria , VA

Fairfax, VA

Claim This Profile
Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-11-01
VA RA APPROVED 2018-11-01
  • TX RA
    APPROVED
    Since 2018-11-01
  • VA RA
    APPROVED
    Since 2018-11-01

Branch Locations

1750 Tysons Blvd Suite 1140 , Tysons Corner , VA 22102 • United States

1800 Diagonal Rd Suite 480 , Alexandria , VA 22314 • United States

4000 Legato Road 8Th Floor, Fairfax, VA 22033 • 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 04/2016 10/2018
Edelman Financial Services, Llc Fairfax VA 04/2016 11/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 11/2018 10/2025
Edelman Financial Engines Santa Clara CA 10/2025 Present
  • 04/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 04/2016 → 11/2018
    Edelman Financial Services, Llc
    Fairfax, VA
  • 11/2018 → 10/2025
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
  • 10/2025 → Present
    Edelman Financial Engines
    Santa Clara, CA
Previous Registrations
  • 2016-10-14 → 2018-11-01
    Edelman Financial Services, Llc
    Fairfax, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-13
S63 Uniform Securities Agent State Law Examination 2014-12-17
  • S65 Uniform Investment Adviser Law Examination
    2016-10-13
  • S63 Uniform Securities Agent State Law Examination
    2014-12-17
Designations

View on SEC IAPD

Other Firms

BLUESTONE INVESTMENT MANAGER, LLC
MORGAN STANLEY
WELLS FARGO CLEARING SERVICES, LLC
CHARLES SCHWAB & CO., INC.
SEIA
SCHWAB WEALTH ADVISORY, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SANCHEZ & ZURES, LLC

Other Investors

SEAN WILLIAM HOSTY
ANIE T ZAROOKIAN
NGOC DINA HUYNH
KRISTEN W HERARD
TORI LYNN FRITZ
Margaret Isabelle Gargulinski
CLAIRE T SWAYZE
AMIR CHANDLER BRENNER

Other Offices

BLUESTONE INVESTMENT MANAGER, LLC · MCLEAN, VA
MORGAN STANLEY · Mclean, VA
WELLS FARGO CLEARING SERVICES, LLC · MCLEAN, VA
CHARLES SCHWAB & CO., INC. · Tysons Corner, VA
SEIA · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SEIA · Tyson's Corner, VA

More in Tysons Corner, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor