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Suzanne Lynn Minter

Edelman Financial Engines

Pensacola, FL

CRD 6934614

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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:

Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-04-21
  • FL RA
    APPROVED
    Since 2024-04-21

Branch Locations

Pensacola, FL • 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
Financial Engines L.L.C. Knoxville TN 11/2010 11/2021
Financial Engines Advisors L.L.C. Santa Clara CA 11/2021 10/2024
Edelman Financial Engines Santa Clara CA 10/2024 Present
  • 11/2010 → 11/2021
    Financial Engines L.L.C.
    Knoxville, TN
  • 11/2021 → 10/2024
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 10/2024 → Present
    Edelman Financial Engines
    Santa Clara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-16
  • S65 Uniform Investment Adviser Law Examination
    2018-04-16
Other Names
  • Suzanne Lynn Mcdonald

View on SEC IAPD

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