William Lydon Macneil

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

Authority	Category	Status	Date
TX	RA	APPROVED	2026-08-21

TX RA
APPROVED

Since 2026-08-21

Branch Locations

Boston , MA • United States

Belmont , MA • 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

Organization	City	State	From	To
Edelman Financial Engines	Santa Clara	CA	07/2026	Present
Catholic Memorial High School	Boston	MA	09/2015	05/2021
Suffolk University	Boston	MA	09/2022	05/2026
East Coast Wizards	Bedford	MA	09/2021	04/2022
Junior Marauders Hockey Program	Belmont	MA	09/2019	Present
First Citizens Bank	Boston	MA	06/2024	08/2024
Brown Brothers Harriman	Boston	MA	07/2025	08/2025
Junior Marauders Hockey Program	Belmont	MA	06/2021	09/2021
Junior Marauders Hockey Program	Belmont	MA	05/2022	09/2022

07/2026 → Present

Edelman Financial Engines

Santa Clara, CA
09/2015 → 05/2021

Catholic Memorial High School

Boston, MA
09/2022 → 05/2026

Suffolk University

Boston, MA
09/2021 → 04/2022

East Coast Wizards

Bedford, MA
09/2019 → Present

Junior Marauders Hockey Program

Belmont, MA
06/2024 → 08/2024

First Citizens Bank

Boston, MA
07/2025 → 08/2025

Brown Brothers Harriman

Boston, MA
06/2021 → 09/2021

Junior Marauders Hockey Program

Belmont, MA
05/2022 → 09/2022

Junior Marauders Hockey Program

Belmont, MA

Other Businesses

1) Dream Big Hockey Stars, LLC; INVESTMENT RELATED: No; ADDRESS: 2 York Road, Winchester, MA 01890; NATURE: Sport Organization; POSITION: Contractor; START DATE: 2021; NUMBER OF HOURS/MONTH: 08 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Coach. 2) Junior Marauders Hockey, Inc; INVESTMENT RELATED: No; ADDRESS: 3 Brighton Street, Belmont, MA 02478; NATURE: Non-profit Sports Organization; POSITION: Contractor; START DATE: 09/2019; NUMBER OF HOURS/MONTH: 08 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Coach 3) Live Nation Worldwide; INVESTMENT RELATED: No; ADDRESS: 89 Westheimer Suite 120, Houston, TX, 77006; NATURE: Entertainment; POSITION: Contractor; START DATE: 2021; NUMBER OF HOURS/MONTH: 08 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Coach. 4) Dynamic Skating; INVESTMENT RELATED: No; ADDRESS: P.O. Box 309, North Andover, MA 01845; NATURE: Sports Organization; POSITION: Contractor; START DATE: 06/15/2026; NUMBER OF HOURS/MONTH: 08 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Coach.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-08-21

S65 Uniform Investment Adviser Law Examination

2026-08-21

Other Names

Will Lydon Macneil

View on SEC IAPD