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Steven Delpino

Edelman Financial Engines

Anaheim , CA

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-18
  • CA RA
    APPROVED
    Since 2026-08-18

Branch Locations

2400 E Katella Ave Suite 910, Anaheim , CA 92806 • 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
The Vanguard Group, Inc. Scottsdale AZ 08/2013 12/2016
Edelman Financial Engines Santa Clara CA 08/2019 03/2021
Unemployed San Jose CA 12/2016 05/2019
Lyft, Inc. San Jose CA 05/2019 10/2019
Edelman Financial Engines Anaheim CA 03/2021 Present
  • 08/2013 → 12/2016
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 08/2019 → 03/2021
    Edelman Financial Engines
    Santa Clara, CA
  • 12/2016 → 05/2019
    Unemployed
    San Jose, CA
  • 05/2019 → 10/2019
    Lyft, Inc.
    San Jose, CA
  • 03/2021 → Present
    Edelman Financial Engines
    Anaheim, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-18
S63 Uniform Securities Agent State Law Examination 2013-09-11
  • S65 Uniform Investment Adviser Law Examination
    2026-08-18
  • S63 Uniform Securities Agent State Law Examination
    2013-09-11

View on SEC IAPD

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