Paul Andrew Dyson

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

• 01/2008 → 06/2018
  Fidelity Brokerage Services Llc
  Salt Lake City, UT
• 06/2018 → 11/2019
  Charles Schwab & Co., Inc.
  Westlake, TX
• 06/2018 → 11/2019
  Charles Schwab Bank
  Westlake, TX
• 11/2019 → 07/2024
  Fisher Investments
  Plano, TX
• 07/2024 → 03/2026
  Fisher Retirement Solutions Llc
  Plano, TX
• 03/2026 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2024-07-05 → 2026-03-23
  Fisher\Smb
  Carrollton, TX
• 2020-01-30 → 2024-07-03
  Fisher Investments
  Plano, TX
  Plano, TX
• 2001-01-24 → 2005-08-29
  Strategic Advisers Llc
  Kansas City, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-01-30
• S66 Uniform Combined State Law Examination
  1999-04-22

Other Names

• Andy Dyson