Cody Dalton Draves

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

• 01/2017 → 04/2017
  Coldwell Banker Commercial - Devonshire Realty
  Peoria, IL
• 07/2017 → 11/2018
  Republic Wealth Advisors
  Austin, TX
• 01/2013 → 05/2017
  Bradley University
  Peoria, IL
• 03/2019 → 12/2021
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA
• 11/2018 → 03/2019
  Unemployed
  Cedar Park, TX
• 12/2021 → 04/2022
  Financial Engines Advisors L.L.C
  Santa Clara, CA
• 06/2024 → 07/2026
  Edelman Financial Engines
  Santa Clara, CA
• 04/2022 → 07/2022
  Unemployed
  Austin, TX
• 07/2022 → 07/2023
  Ss&C Technologies
  Austin, TX
• 07/2023 → 10/2023
  Unemployed
  Austin, TX
• 10/2023 → 02/2024
  Canoe Intelligence
  New York, NY
• 02/2024 → 06/2024
  Unemployed
  Long Island City, NY
• 07/2026 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2019-04-11 → 2022-04-19
  Edelman Financial Engines
  Austin, TX
  Austin, TX
• 2017-08-23 → 2018-11-16
  Republic Wealth Advisors
  Houston, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-07

Other Names

• Cody Draves