Mikah Lee Calp

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

• 12/2019 → 05/2022
  Bank Of America
  Hyattsville/ Baltimore, MD
• 09/2018 → 12/2019
  M&T Bank
  Baltimore, MD
• 12/2017 → 08/2018
  Wells Fargo
  Washington, DC
• 11/2024 → Present
  Edelman Financial Engines
  Santa Clara, CA
• 11/2023 → 11/2024
  Citi Bank
  Washington, DC
• 05/2022 → 08/2023
  Bank Of America /Merrill Lynch
  Washington, DC
• 08/2014 → 08/2017
  Montgomery County Community College
  Takoma Park, MD
• 09/2017 → 12/2017
  None
  Takoma Park, MD

Previous Registrations

• 2023-01-24 → 2023-08-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Bethesda, MD
  Washington, DC
  Washington, DC
  Washington, DC
  Washington, DC

Exams

• S66 Uniform Combined State Law Examination
  2022-12-02

Other Names

• Mikah Calp