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Edelman Financial Engines CRD 104510
$326B regulatory AUM 322,130 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-06-06 |
| SC | RA | APPROVED | 2025-06-03 |
| TX | RA | APPROVED_RES | 2025-05-30 |
Branch Locations
4000 Legato Road 8Th Floor, Fairfax, VA 22033 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Clifton | VA | 05/2018 | 07/2018 |
| Radford University | Radford | VA | 08/2015 | 05/2018 |
| Axa Advisors, Llc | New York | NY | 01/2019 | 03/2019 |
| Unemployed | Clifton | VA | 08/2018 | 12/2018 |
| Red Robin Gourmet Burgers | Fairfax | VA | 05/2016 | 12/2017 |
| Artie's Great American Restaurants | Fairfax | VA | 04/2019 | 06/2019 |
| Edelman Financial Engines | Santa Clara | CA | 06/2019 | 04/2025 |
| Edelman Financial Engines | Santa Clara | CA | 05/2025 | 10/2025 |
| Edelman Financial Engines | Santa Clara | CA | 10/2025 | Present |
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