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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-26 |
| TX | RA | APPROVED | 2026-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Empower Financial Services, Inc | Greenwood Village | CO | 07/2025 | 07/2026 |
| Professor Whytes | Plantation | FL | 04/2024 | 07/2025 |
| Southern Glazers Wine & Spirits | Miami | FL | 07/2022 | 04/2024 |
| Umortgage | Philadelphia | FL | 08/2021 | 07/2022 |
| Blue Sky Financial | West Palm Beach | FL | 09/2020 | 08/2021 |
| Pocono Brewing Company | Poconos | FL | 02/2019 | 09/2020 |
| Southern Glazers Wine & Spirits | Miami | FL | 01/2016 | 02/2019 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 02/2026 | 07/2026 |
| Edelman Financial Engines | Santa Clara | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-07 |
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