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William Joseph Marsh

Edelman Financial Engines

St. Petersburg , FL

Fairfax, VA

CRD 6700458

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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:

Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-08-13
FL RA APPROVED 2026-08-12
TX RA APPROVED 2026-08-06
  • VA RA
    APPROVED
    Since 2026-08-13
  • FL RA
    APPROVED
    Since 2026-08-12
  • TX RA
    APPROVED
    Since 2026-08-06

Branch Locations

St. Petersburg , FL • 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
Fisher Investments Tampa FL 05/2019 04/2026
Ameriprise Financial Springfield MO 08/2016 05/2019
Missouri State University Springfield MO 08/2012 07/2017
Edelman Financial Engines Santa Clara CA 08/2026 Present
Unemployed St. Petersburg FL 04/2026 08/2026
  • 05/2019 → 04/2026
    Fisher Investments
    Tampa, FL
  • 08/2016 → 05/2019
    Ameriprise Financial
    Springfield, MO
  • 08/2012 → 07/2017
    Missouri State University
    Springfield, MO
  • 08/2026 → Present
    Edelman Financial Engines
    Santa Clara, CA
  • 04/2026 → 08/2026
    Unemployed
    St. Petersburg, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-21
  • S65 Uniform Investment Adviser Law Examination
    2021-12-21
Other Names
  • Billy Marsh

View on SEC IAPD

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