Desiree' Chandler

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

• 08/2019 → 05/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pinellas Park, FL
• 08/2019 → 05/2024
  Bank Of America, N.A.
  Pinellas Park, FL
• 04/2019 → 08/2019
  Mariner Finance
  St Petersburg, FL
• 07/2018 → 04/2019
  Newport Group
  St Petersburg, FL
• 10/2017 → 07/2018
  Greystar
  St Petersburg, FL
• 02/2017 → 10/2017
  Select Staffing
  Tampa, FL
• 10/2015 → 12/2016
  Finlay Management
  St Petersburg, FL
• 12/2025 → Present
  Edelman Financial Engines
  Santa Clara, CA
• 06/2024 → 11/2025
  Unemployed
  Brandon, FL

Previous Registrations

• 2020-12-23 → 2024-06-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tampa, FL
  Largo, FL
  Pinellas Park, FL
  New York, NY
  Apollo Beach, FL
  Madeira Beach, FL
  Saint Petersburg, FL
  Sun City Center, FL
  Largo, FL
  Riverview, FL
  Madeira Beach, FL
  Tampa, FL
  Saint Petersburg, FL
  Brandon, FL
  Brandon, FL
  Sun City Center, FL

Other Businesses

1)Coldwell Banker Realty; INVESTMENT RELATED: No; ADDRESS: 213 West Bloomingdale, Brandon, FL 33511; NATURE: Residential Real Estate; POSITION: Real Estate agent; START DATE: 07/01/2024; NUMBER OF HOURS/MONTH: 20 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Represent buyers and sellers and sellers in residential real estate transactions.

Exams

• S66 Uniform Combined State Law Examination
  2020-12-21

Other Names

• Desiree Shonique Chandler
• Desiree Chandler
• Desiree' Shontique Chandler