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Anthony S Laramee

Edelman Financial Engines

Dallas, TX

Plano, TX

Fairfax, VA

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-11
VA RA APPROVED 2025-07-11
  • TX RA
    APPROVED
    Since 2025-07-11
  • VA RA
    APPROVED
    Since 2025-07-11

Branch Locations

13727 Noel Rdtower 2, Suite 1075, Dallas, TX 75240 • United States

Plano, TX • United States

4000 Legato Road 8Th Floor, Fairfax, VA 22033 • 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
Fidelity Brokerage Services Llc Merrimack NH 04/2015 09/2016
Fidelity Personal And Workplace Advisors Boston MA 09/2016 04/2019
Citizens Bank Boston MA 04/2019 10/2019
Citizens Securities Inc. Boston MA 04/2019 10/2019
E*Trade Securities Llc Boston MA 10/2019 07/2022
E*Trade Capital Management Llc Boston MA 10/2019 07/2022
Fisher Investments Plano TX 09/2022 07/2025
Edelman Financial Engines Santa Clara CA 07/2025 Present
  • 04/2015 → 09/2016
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 09/2016 → 04/2019
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 04/2019 → 10/2019
    Citizens Bank
    Boston, MA
  • 04/2019 → 10/2019
    Citizens Securities Inc.
    Boston, MA
  • 10/2019 → 07/2022
    E*Trade Securities Llc
    Boston, MA
  • 10/2019 → 07/2022
    E*Trade Capital Management Llc
    Boston, MA
  • 09/2022 → 07/2025
    Fisher Investments
    Plano, TX
  • 07/2025 → Present
    Edelman Financial Engines
    Santa Clara, CA
Previous Registrations
  • 2022-09-13 → 2025-07-02
    Fisher Investments
    Plano, TX
  • 2019-10-31 → 2022-08-04
    Harrisdirect Llc
    Boston, MA
    Arlington, VA
    Boston, MA
  • 2019-05-02 → 2019-10-16
    Citizens Securities, Inc.
    Canton, MA
    Boston, MA
    Boston, MA
  • 2018-07-13 → 2019-04-23
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2017-01-30 → 2018-07-13
    Strategic Advisers Llc
    Framingham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-21
S63 Uniform Securities Agent State Law Examination 2015-06-08
  • S66 Uniform Combined State Law Examination
    2017-01-21
  • S63 Uniform Securities Agent State Law Examination
    2015-06-08
Designations

View on SEC IAPD

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