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Meredith Rae Kitson

Edelman Financial Engines

Mount Pleasant, SC

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-02-23
NJ RA APPROVED 2018-10-16
  • SC RA
    APPROVED
    Since 2026-02-23
  • NJ RA
    APPROVED
    Since 2018-10-16

Branch Locations

363 Wando Place Dr Suite 100, Mount Pleasant, SC 29464 • 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
John Hancock Funds Boston MA 11/2015 06/2017
John Hancock Parsippany NJ 11/2015 06/2017
Edelman Financial Services, Llc Fairfax VA 12/2017 11/2018
Ef Legacy Securities, Llc Henrico VA 12/2017 10/2018
Unemployed Linden NJ 06/2017 12/2017
Financial Engines Advisors L.L.C. Sunnyvale CA 10/2018 Present
  • 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-12-30
S63 Uniform Securities Agent State Law Examination 1998-12-16
  • 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

View on SEC IAPD

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BRIAN JAMES WILEY
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Other Offices

APOLLON WEALTH MANAGEMENT, LLC · MOUNT PLEASANT, SC
APOLLON FINANCIAL, LLC · MOUNT PLEASANT, SC
JANNEY MONTGOMERY SCOTT LLC · Mt. Pleasant, SC
SAOS CAPITAL, LLC · MOUNT PLEASANT, SC
LOVELAND & BASTIAN FINANCIAL SERVICES GROUP, LLC · MT. PLEASANT, SC
LOVELAND & BASTIAN FINANCIAL SERVICES GROUP, LLC · MT. PLEASANT, SC
CETERA INVESTMENT ADVISERS LLC · MT. PLEASANT, SC
SAOS CAPITAL, LLC · MOUNT PLEASANT, SC

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