Lori Cheryl Silverstein

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

• 06/2011 → 03/2017
  Key Investment Services Llc
  Cleveland, OH
• 05/2017 → Present
  Financial Engines Advisors L.L.C.
  Highland Heights, OH

Previous Registrations

• 2012-05-04 → 2017-03-07
  Key Investment Services Llc
  Cleveland, OH
  Lakewood, OH
• 2009-06-01 → 2011-06-29
  Morgan Stanley
  Beachwood, OH
• 2009-03-06 → 2009-06-01
  Morgan Stanley & Co. Llc
  Beachwood, OH
• 2002-01-02 → 2008-06-09
  Ubs Financial Services Inc.
  Beachwood, OH
  Pepper Pike, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-31
• S63 Uniform Securities Agent State Law Examination
  1997-02-14

Other Names

• Lori Babin Silverstein
• Lori B Silverstein