Matthew D Armendaris

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

• 10/2016 → 03/2018
  Business Benefits Group
  Fairfax, VA
• 03/2018 → 04/2021
  Incisive Financial Group
  Fairfax, VA
• 08/2012 → 05/2017
  George Mason University
  Fairfax, VA
• 05/2018 → 04/2021
  Ameritas Investment Corp
  Lincoln, NE
• 04/2021 → 11/2023
  West Financial Services, Inc.
  Mclean, VA
• 11/2023 → 08/2025
  West Financial Services, Inc.
  Mclean, VA
• 09/2025 → 05/2026
  Unemployed
  Fairport, NY
• 06/2026 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2022-08-04 → 2025-08-25
  West Financial Services, Inc.
  Mclean, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-04
• S63 Uniform Securities Agent State Law Examination
  2018-07-26

Other Names

• Matt Armendaris
• Matthew David Armendaris