Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-26 |
| TX | RA | APPROVED | 2025-03-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Durham | NC | 06/2022 | 02/2024 |
| Unemployed | Chapel Hill | NC | 03/2022 | 06/2022 |
| J & W Automotive | Pittsboro | NC | 08/2021 | 03/2022 |
| Unemployed | Chapel Hill | NC | 07/2021 | 08/2021 |
| East West Organics/Honeysuckle | Carrboro | NC | 01/2021 | 07/2021 |
| Unemployed | Chapel Hill | NC | 04/2020 | 01/2021 |
| Tc'S Of Durham | Durham | NC | 05/2019 | 04/2020 |
| Macy'S | Marlborough | MA | 11/2018 | 02/2019 |
| Unemployed | Sutton | MA | 04/2019 | 05/2019 |
| Sudbury Taylor Rental | Sudbury | MA | 06/2018 | 04/2019 |
| Unemployed | Marlborough | MA | 06/2016 | 06/2018 |
| Unemployed | North Andover | MA | 01/2016 | 06/2016 |
| Edelman Financial Engines | Santa Clara | CA | 03/2025 | Present |
| United States Navy | North Chicago | IL | 08/2024 | 01/2025 |
| Unemployed | Chapel Hill | NC | 02/2024 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-11 |
Reach out to this advisor