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Trent Sadler

Edelman Financial Engines

Fairfax , VA

Laguna Beach, CA

CRD 7677484

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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 2026-08-27
AZ RA APPROVED 2026-07-23
TX RA APPROVED_RES 2026-07-20
CA RA APPROVED 2026-07-16
  • VA RA
    APPROVED
    Since 2026-08-27
  • AZ RA
    APPROVED
    Since 2026-07-23
  • TX RA
    APPROVED_RES
    Since 2026-07-20
  • CA RA
    APPROVED
    Since 2026-07-16

Branch Locations

4000 Legato Road 8Th Floor, Fairfax , VA 22033 • United States

Laguna Beach, CA • 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
Stansberry Asset Management San Mateo CA 08/2019 01/2024
Santa Clara University Santa Clara CA 09/2015 07/2019
Dynamic Wealth Advisors Dba Crestview Capital Management Agoura Hills CA 03/2024 06/2026
Stansberry Asset Management San Mateo CA 10/2018 07/2019
Edelman Financial Engines Santa Clara CA 07/2026 Present
  • 08/2019 → 01/2024
    Stansberry Asset Management
    San Mateo, CA
  • 09/2015 → 07/2019
    Santa Clara University
    Santa Clara, CA
  • 03/2024 → 06/2026
    Dynamic Wealth Advisors Dba Crestview Capital Management
    Agoura Hills, CA
  • 10/2018 → 07/2019
    Stansberry Asset Management
    San Mateo, CA
  • 07/2026 → Present
    Edelman Financial Engines
    Santa Clara, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-30
  • S65 Uniform Investment Adviser Law Examination
    2022-12-30

View on SEC IAPD

Nearby Firms

ARKADIOS WEALTH ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC

Nearby Investors

MICHAEL HUSTON TORREY
Patrizia Francesca Adriazola
Stephen Little

Nearby Offices

ARKADIOS WEALTH ADVISORS · Fairfax, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BURKE, VA
WELLS FARGO CLEARING SERVICES, LLC · BURKE, VA

More in Fairfax, VA

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