Troy William Wyman

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

• 05/2013 → 11/2018
  Edelman Financial Services Llc
  Fairfax, VA
• 04/2016 → 10/2018
  Ef Legacy Securities, Llc
  Henrico, VA
• 11/2018 → Present
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA

Previous Registrations

• 2013-06-03 → 2018-11-01
  Edelman Financial Services, Llc
  Novi, MI
  Fairfax, VA
  Troy, MI
  Troy, MI
• 2010-07-02 → 2013-07-02
  Center For Financial Planning Inc
  Southfield, MI
• 2008-07-03 → 2009-08-27
  Mercer Global Advisors Inc.
  Novi, MI
• 2006-09-12 → 2008-06-26
  Mercer Advisors
  Novi, MI

Exams

• S66 Uniform Combined State Law Examination
  2013-06-06
• S63 Uniform Securities Agent State Law Examination
  2010-02-19

Designations

• Certified Financial Planner