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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 03/2022 | 06/2023 |
| Servicelink | Austin | TX | 02/2020 | 01/2022 |
| Unemployed | Pflugerville | TX | 06/2019 | 10/2019 |
| Getbackd | Austin | TX | 10/2019 | 10/2019 |
| Volt Services Group | Santa Maria | CA | 03/2019 | 06/2019 |
| South Texas College | Mcallen | TX | 03/2018 | 06/2018 |
| Unemployed | Mcallen | TX | 07/2018 | 03/2019 |
| The Coffee Lounge | Mcallen | TX | 12/2014 | 01/2017 |
| South Texas College | Mcallen | TX | 01/2017 | 05/2018 |
| South Texas College | Pflugerville | TX | 01/2020 | 05/2020 |
| Citigroup | Jacksonville | FL | 06/2023 | 09/2024 |
| Edelman Financial Engines | Santa Clara | CA | 08/2026 | Present |
| Unemployed | Pflugerville | TX | 11/2019 | 12/2019 |
| Unemployed | Jacksonville | FL | 02/2022 | 02/2022 |
| Unemployed | Jacksonville | FL | 09/2024 | 07/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-22 |
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