Edelman Financial Engines
Edelman Financial Engines (CRD# 104510) is a financial advisory firm headquartered in Santa Clara, CA. They manage $270,770,414,647 in 1,561,555 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management270,770MILLION
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Total Number of Accounts1,561,555ACCOUNTS
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Average Account Value$173,398
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Natalya Bradley (CRD# 5676557) is an Investment Advisor Representative working at Edelman Financial Engines in Boca Raton, FL and has over 9 years of experience in the finance industry.
Paul Brick (CRD# 4207886) is an Investment Advisor Representative working at Edelman Financial Engines in Ashburn, VA and has over 23 years of experience in the finance industry.
Gary Brogna (CRD# 4853647) is an Investment Advisor Representative working at Edelman Financial Engines in Plymouth Meeting, PA and has over 19 years of experience in the finance industry.
Nelson Brown (CRD# 3268518) is an Investment Advisor Representative working at Edelman Financial Engines in Baton Rouge, LA and has over 24 years of experience in the finance industry.
Tyler Brown (CRD# 5417264) is an Investment Advisor Representative working at Edelman Financial Engines in Raleigh, NC and has over 16 years of experience in the finance industry.
Alfonso Burgos (CRD# 2790301) is an Investment Advisor Representative working at Edelman Financial Engines in Bethesda, MD and has over 27 years of experience in the finance industry.
Edmund Callahan (CRD# 5821468) is an Investment Advisor Representative working at Edelman Financial Engines in Farmington, CT and has over 13 years of experience in the finance industry.
Linda Campbell (CRD# 2768140) is an Investment Advisor Representative working at Edelman Financial Engines in Columbus, OH and has over 12 years of experience in the finance industry.
Widmark Cano (CRD# 2430270) is an Investment Advisor Representative working at Edelman Financial Engines in Atlanta, GA and has over 15 years of experience in the finance industry.
Barry Cantrell (CRD# 2959892) is an Investment Advisor Representative working at Edelman Financial Engines in Tampa, FL and has over 24 years of experience in the finance industry.