Stephen Arthur Boyle

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

• 02/2019 → 01/2025
  Wescom Financial Services, Llc
  Pasadena, CA
• 10/2015 → 02/2018
  The Capital Group
  Los Angeles, CA
• 03/2018 → 01/2019
  Unemployed
  Sierra Madre, CA
• 02/2019 → 01/2025
  Cuso Financial Service, Lp
  San Diego, CA
• 04/2025 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2023-01-13 → 2025-01-15
  Cuso Financial Services, L.P.
  San Diego, CA
  Anaheim, CA
  Anaheim, CA
• 2019-04-23 → 2023-02-06
  Wescom Financial Services
  Pasadena, CA
  Anaheim, CA

Exams

• S66 Uniform Combined State Law Examination
  2019-02-21
• S63 Uniform Securities Agent State Law Examination
  1998-12-30
• S65 Uniform Investment Adviser Law Examination
  1997-03-31