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Inactive

Leonardo Theofilo Viera

Edelman Financial Engines

Burlington, Town Of, MA

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-04-16
TX RA APPROVED 2026-03-27
  • MA RA
    APPROVED
    Since 2026-04-16
  • TX RA
    APPROVED
    Since 2026-03-27

Branch Locations

25 Burlington Mall Rd Suite 405, Burlington, Town Of, MA 01803 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lynnfield MA 08/2022 03/2026
Bank Of America, N.A. Lynnfield MA 08/2022 03/2026
New York Life Waltham MA 03/2022 08/2022
Boston Wax Museum Boston MA 06/2017 12/2019
Edelman Financial Engines Santa Clara CA 03/2026 Present
Unemployed Boston MA 03/2016 06/2017
Unemployed Boston MA 12/2019 01/2022
  • 08/2022 → 03/2026
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Lynnfield, MA
  • 08/2022 → 03/2026
    Bank Of America, N.A.
    Lynnfield, MA
  • 03/2022 → 08/2022
    New York Life
    Waltham, MA
  • 06/2017 → 12/2019
    Boston Wax Museum
    Boston, MA
  • 03/2026 → Present
    Edelman Financial Engines
    Santa Clara, CA
  • 03/2016 → 06/2017
    Unemployed
    Boston, MA
  • 12/2019 → 01/2022
    Unemployed
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-13
  • S66 Uniform Combined State Law Examination
    2023-01-13
Other Names
  • Leonardo Vieira
  • Leonardo T Vieira
  • Leonardo Theofilo Vieira

View on SEC IAPD

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Other Offices

RPG FAMILY WEALTH ADVISORY, LLC · BURLINGTON, MA
RISK PARADIGM GROUP, LLC · BURLINGTON, MA
EDELMAN FINANCIAL ENGINES · BURLINGTON, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BURLINGTON, MA
ONEPOINT BFG WEALTH PARTNERS · Burlington, MA
EDELMAN FINANCIAL ENGINES · Town of Burlington, MA
RISK PARADIGM GROUP, LLC · Burlington, MA
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