Yolanda Tiffany Waters

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

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

Previous Registrations

• 2016-05-12 → 2018-11-01
  Edelman Financial Services, Llc
  West Conshohocken, PA
  Fairfax, VA
• 2011-08-29 → 2016-05-10
  Usaa Financial Planning Services
  Philadelphia, PA
• 2007-08-09 → 2011-08-24
  Tiaa-Cref Individual & Institutional Services, Llc
  Philadelphia, PA
• 2002-11-20 → 2006-10-30
  Vanguard Advisers, Inc.
  Valley Forge, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-11-19
• S63 Uniform Securities Agent State Law Examination
  1998-08-19

Designations

• Certified Financial Planner

Other Names

• Angel Waters