Meredith Rae Kitson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 06/2017
  John Hancock Funds
  Boston, MA
• 11/2015 → 06/2017
  John Hancock
  Parsippany, NJ
• 12/2017 → 11/2018
  Edelman Financial Services, Llc
  Fairfax, VA
• 12/2017 → 10/2018
  Ef Legacy Securities, Llc
  Henrico, VA
• 06/2017 → 12/2017
  Unemployed
  Linden, NJ
• 10/2018 → Present
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA

Previous Registrations

• 2018-01-09 → 2018-11-01
  Edelman Financial Services, Llc
  Red Bank, NJ
• 2015-04-15 → 2016-06-17
  Signator Investors, Inc.
  Parsippany, NJ
• 2008-02-13 → 2015-04-15
  New York Life Investment Management Llc
  New York, NY
• 2007-10-29 → 2008-02-11
  Eagle Strategies Llc
  Parsippany, NJ
• 2005-01-24 → 2006-10-26
  New York Life Investment Management Llc
  Parsippany, NJ
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2004-12-30
• S63 Uniform Securities Agent State Law Examination
  1998-12-16

Other Names

• Meredith Anderson
• Meredith Rae Anderson