Best Investors
Account
Sign in
Best Investors
Account
Sign in
Edelman Financial Engines CRD 104510
$326B regulatory AUM 322,130 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-02-21 |
| TX | RA | APPROVED_RES | 2025-02-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New Hanover Schools | Wilmington | NC | 08/2020 | 11/2021 |
| Kent School District | Kent | WA | 08/1990 | 08/2020 |
| Massmutual Life Insurance Co | Wilmington | NC | 04/2022 | 02/2023 |
| Mml Investors Services, Llc | Wilmington | NC | 08/2022 | 02/2023 |
| Gradient Advisors Llc | Arden Hills | MN | 03/2023 | 12/2024 |
| Unemployment | Wilmington | NC | 12/2021 | 07/2022 |
| Edelman Financial Engines | Santa Clara | CA | 02/2025 | Present |
1) Name: Vincent Howard Rev Trust (Real estate property-Airbnb); Investment related : Y Address: At residential address; Nature: Rental Income; Position: Owner/Property Manager; Start: 01/2022; 10 hours per month, 0 hours during trading hours; Duties: property management. 2) Hair Studio of Leland LLC; Not investment related; 511 Olde Waterford Way, Suite 101 Leland, NC 28451; Hair Salon; Owner; Administrator; 1/2024; 16 hours per month, 0 hours during trading.; Booth rents and product sales. Reporting losses in 2024, hope to achieve $20k profits annually. 3) Casa del Sol Airbnb; INVESTMENT RELATED: No; ADDRESS: 209 SE 77th St, Wilmington, NC 28411; NATURE: Short-term rental; POSITION: Co-Owner; START DATE: 04/01/2022; NUMBER OF HOURS/MONTH: 10 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-29 |
Reach out to this advisor