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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2024-04-26 |
| TX | RA | APPROVED | 2024-04-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cross Border Wealth, Llc | New York | NY | 04/2022 | 04/2024 |
| Cross Border Wealth | Pittsburgh | PA | 04/2022 | 04/2024 |
| Reverse Mortgage Funding | Pittsburgh | PA | 04/2017 | 03/2022 |
| Reverse Mortgage Funding (Sterling Mets Operations) | Pittsburgh | PA | 08/2016 | 03/2017 |
| Appen Butler Hill Inc. | Kirkland | WA | 06/2016 | 12/2018 |
| Edelman Financial Engines | Santa Clara | CA | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-25 |
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