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Abigail Elizabeth Toye

Edelman Financial Engines

Phoenix, AZ

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-01-04
AZ RA APPROVED 2021-12-17
  • TX RA
    APPROVED_RES
    Since 2022-01-04
  • AZ RA
    APPROVED
    Since 2021-12-17

Branch Locations

Phoenix, AZ • 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
Foresters Financial Services Phoenix AZ 06/2018 12/2018
Phoenix Country Day School Paradise Valley AZ 06/2017 06/2018
Brophy College Preparatory Phoenix AZ 01/2015 03/2018
Foresters Financial Services Phoenix AZ 06/2017 08/2017
Southwest Speech And Debate Institute Tempe AZ 07/2017 07/2017
Arizona State University Tempe AZ 08/2014 05/2018
Foresters Financial Services Phoenix AZ 12/2018 06/2019
Cetera Investment Services Llc St Cloud MN 06/2019 11/2021
Cetera Investment Advisers Llc Phoenix AZ 01/2020 11/2021
Financial Engines Advisors L.L.C. Santa Clara CA 12/2021 05/2023
Financial Engines Advisors L.L.C. Santa Clara CA 05/2023 Present
  • 06/2018 → 12/2018
    Foresters Financial Services
    Phoenix, AZ
  • 06/2017 → 06/2018
    Phoenix Country Day School
    Paradise Valley, AZ
  • 01/2015 → 03/2018
    Brophy College Preparatory
    Phoenix, AZ
  • 06/2017 → 08/2017
    Foresters Financial Services
    Phoenix, AZ
  • 07/2017 → 07/2017
    Southwest Speech And Debate Institute
    Tempe, AZ
  • 08/2014 → 05/2018
    Arizona State University
    Tempe, AZ
  • 12/2018 → 06/2019
    Foresters Financial Services
    Phoenix, AZ
  • 06/2019 → 11/2021
    Cetera Investment Services Llc
    St Cloud, MN
  • 01/2020 → 11/2021
    Cetera Investment Advisers Llc
    Phoenix, AZ
  • 12/2021 → 05/2023
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 05/2023 → Present
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-03
S63 Uniform Securities Agent State Law Examination 2018-10-01
  • S65 Uniform Investment Adviser Law Examination
    2020-01-03
  • S63 Uniform Securities Agent State Law Examination
    2018-10-01
Other Names
  • Abbey Toye

View on SEC IAPD

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