Matthew Tomeny

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

• 08/2023 → 07/2025
  Fidelity Investments
  Greenwood Village, CO
• 03/2023 → 05/2023
  Wish For Wheels
  Denver, CO
• 04/2022 → 01/2023
  Webflow Inc
  Denver, CO
• 10/2021 → 03/2022
  Circle Ci
  Denver, CO
• 08/2020 → 05/2021
  Personal Capital - Empower
  Denver, CO
• 03/2017 → 12/2021
  Furniture Row Companies
  Denver, CO
• 10/2015 → 03/2017
  Blackjack Pizza
  Denver, CO
• 03/2025 → 07/2025
  Fidelity Investments
  Boston, MA
• 07/2025 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2025-03-31 → 2025-07-17
  Strategic Advisers Llc
  Greenwood Village, CO
  Denver, CO
  Denver, CO
  Boston, MA
• 2024-09-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO
  Denver, CO

Other Businesses

1) Self-employed, musician; INVESTMENT RELATED: No; ADDRESS: Denver, CO 80203; NATURE: More so as a hobby I write and produce my own music which sometimes is released on streaming services such as Spotify, which can technically generate revenue when listened to. Typically $1-$10 a year is 'earned' through these royalties.; POSITION: Artist; START DATE: 07/21/2025; NUMBER OF HOURS/MONTH: ; HOURS/MNTH DURING SECURITIES TRADING HOURS: ; DUTIES: I am an independent artist with no formal LLC or business, disclosing incase streaming generates revenue down the road.

Exams

• S66 Uniform Combined State Law Examination
  2024-08-09

Other Names

• Matthew James Tomeny
• Matthew Tomeny