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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-26 |
| TX | RA | APPROVED | 2026-08-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Desert Christian High School | Tucson | AZ | 07/2016 | 05/2020 |
| Unemployed | Tucson | AZ | 06/2020 | 06/2022 |
| Tucson Medical Center | Tucson | AZ | 06/2022 | 08/2022 |
| Unemployed | Tucson | AZ | 09/2022 | 02/2023 |
| Southern Arizona Rain Gutters | Tucson | AZ | 02/2023 | 06/2023 |
| Grand Canyon University | Tucson | AZ | 03/2023 | 04/2025 |
| Hillhouse Coffee | Tucson | AZ | 06/2023 | 08/2023 |
| Agm Container Controls | Tucson | AZ | 09/2023 | 07/2026 |
| Edelman Financial Engines | Santa Clara | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-21 |
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