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Hannah Rose Szalay

Edelman Financial Engines

Novi, MI

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-06-14
MI RA APPROVED 2023-01-13
  • TX RA
    APPROVED_RES
    Since 2025-06-14
  • MI RA
    APPROVED
    Since 2023-01-13

Branch Locations

39555 Orchard Hill Pl Ste 365, Novi, MI 48375 • 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
Financial Engines Advisors L.L.C. Santa Clara CA 02/2022 10/2025
Cambridge Connection Bloomfield Hills MI 10/2014 01/2018
Lifecycle Financial Planners Bloomfield Hills MI 01/2018 02/2019
University Of Michigan - Flint Flint MI 01/2016 04/2018
Financial Engines Advisors L.L.C. Santa Clara CA 02/2019 02/2022
Edelman Financial Engines Santa Clara CA 10/2025 Present
  • 02/2022 → 10/2025
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 10/2014 → 01/2018
    Cambridge Connection
    Bloomfield Hills, MI
  • 01/2018 → 02/2019
    Lifecycle Financial Planners
    Bloomfield Hills, MI
  • 01/2016 → 04/2018
    University Of Michigan - Flint
    Flint, MI
  • 02/2019 → 02/2022
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 10/2025 → Present
    Edelman Financial Engines
    Santa Clara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-13
  • S65 Uniform Investment Adviser Law Examination
    2023-01-13
Other Names
  • Hannah Rose Schult
  • Hannah Szalay

View on SEC IAPD

Other Firms

PATHWORKS FINANCIAL, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
SPC
J.P. MORGAN SECURITIES LLC
ALLSTATE FINANCIAL ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CHARLES SCHWAB & CO., INC.
DAHRING | CUSMANO AND ASSOCIATES

Other Investors

BRYAN SCOTT SMITH
DOUGLAS SCOTT SMITH
ROBERT PAUL SCHMANSKY
Karrie Nicole Maier
DAVID RENE MERCIER
Melissa K Frantz
ANTHONY MICHAEL CARUANA
ELIZABETH KLAPPER DEUTCH

Other Offices

PATHWORKS FINANCIAL, INC. · NOVI, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Novi, MI
SPC · Novi, MI
J.P. MORGAN SECURITIES LLC · NOVI, MI
ALLSTATE FINANCIAL ADVISORS, LLC · Novi, MI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · NOVI, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Novi, MI
CHARLES SCHWAB & CO., INC. · Novi, MI

More in Novi, MI

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