Robert Alexander Reynolds

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

• 07/2013 → 06/2021
  Financial Engines Advisors L.L.C.
  Phoenix, AZ
• 06/2021 → 11/2021
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 11/2021 → 03/2026
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 03/2026 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2013-04-11 → 2013-07-09
  Edward Jones
  Tempe, AZ
• 2008-12-15 → 2013-02-20
  Usaa Financial Planning Services
  Phoenix, AZ
• 2007-06-19 → 2008-12-31
  Usaa Investment Services Company
  Phoenix, AZ
  Phoenix, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-05-25
• S63 Uniform Securities Agent State Law Examination
  2003-07-25