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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-06 |
| TX | RA | APPROVED | 2026-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edelman Financial Engines | Santa Clara | CA | 12/2025 | Present |
| Unemployed | Wallkill | NY | 10/2025 | 12/2025 |
| Allstate Financial Services | Wallkill | NY | 09/2024 | 10/2025 |
| Northwestern Mutual | Poughkeepsie | NY | 01/2024 | 09/2024 |
| Cosimo's Restaurant | Newburgh | NY | 12/2022 | 12/2023 |
| Yogi Bear's Jellystone Park | Gardiner | NY | 05/2020 | 10/2023 |
| Tosco's Pizzeria | Wallkill | NY | 11/2019 | 05/2020 |
| Unemployed | Wallkill | NY | 08/2019 | 11/2019 |
| Village Of Walden Recreation | Walden | NY | 06/2018 | 08/2019 |
| Chili's Restaurant | Newburgh | NY | 11/2018 | 03/2019 |
| Unemployed | Wallkill | NY | 09/2017 | 06/2018 |
| Yogi Bear's Jellystone Park | Gardiner | NY | 05/2017 | 09/2017 |
| Unemployed | Wallkill | NY | 12/2015 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-06 |
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