Blake Riddle

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

• 08/2022 → 03/2026
  Fidelity Investments
  Westlake, TX
• 09/2021 → 07/2022
  Nations Lending
  Santa Fe, NM
• 03/2021 → 05/2021
  Broker Solutions Inc- New American Funding
  Plano, TX
• 12/2020 → 03/2021
  Caliber Home Loans
  Coppell, TX
• 10/2020 → 11/2020
  Aaa
  Coppell, TX
• 07/2020 → 09/2020
  At&T
  Fort Worth, TX
• 01/2020 → 06/2020
  N/A
  Fort Worth, TX
• 09/2019 → 12/2019
  Homeowners Financial Group
  Santa Fe, NM
• 10/2017 → 08/2019
  At&T
  Weatherford, TX
• 11/2015 → 10/2017
  General Nutrition Centers
  Burleson, TX
• 06/2020 → 06/2020
  Charter Communications
  Fort Worth, TX
• 06/2021 → 08/2021
  N/A
  Fort Worth, TX
• 03/2025 → 03/2026
  Fidelity Investments
  Boston, MA
• 03/2026 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2025-03-31 → 2026-03-09
  Strategic Advisers Llc
  North Richland Hills, TX
  Westlake, TX
  Boston, MA
• 2023-06-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-06-03

Other Names

• Blake William Riddle
• Blake Riddle