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Edelman Financial Engines CRD 104510
$326B regulatory AUM 322,130 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-28 |
| PA | RA | APPROVED | 2025-03-27 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nerd St Gamers | Philadelphia | PA | 06/2020 | 05/2022 |
| Ayco Goldman Sachs | Cohoes | NY | 01/2022 | 04/2023 |
| Temple University | Philadelphia | PA | 08/2018 | 12/2021 |
| Emmaus High School | Emmaus | PA | 08/2014 | 06/2018 |
| Fidelity Investments | Center Valley | PA | 04/2023 | 03/2025 |
| Edelman Financial Engines | Santa Clara | CA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-09 |
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