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
Caitlin Chen (CRD# 2820181) is an Investment Advisor Representative working at Edelman Financial Engines in Uniondale, NY and has over 27 years of experience in the finance industry.
Johnathan Cherry (CRD# 4350375) is an Investment Advisor Representative working at Edelman Financial Engines in Dallas, TX and has over 23 years of experience in the finance industry.
Michael Choate (CRD# 6535800) is an Investment Advisor Representative working at Edelman Financial Engines in Overland Park, KS and has over 8 years of experience in the finance industry.
Robert Choy (CRD# 2641028) is an Investment Advisor Representative working at Edelman Financial Engines in Santa Clara, CA and has over 23 years of experience in the finance industry.
Gerald Ciciarelli (CRD# 4238946) is an Investment Advisor Representative working at Edelman Financial Engines in East Syracuse, NY and has over 23 years of experience in the finance industry.
Bryan Clark (CRD# 1510312) is an Investment Advisor Representative working at Edelman Financial Engines in Overland Park, KS and has over 32 years of experience in the finance industry.
Douglas Clark (CRD# 3121591) is an Investment Advisor Representative working at Edelman Financial Engines in Troy, MI and has over 25 years of experience in the finance industry.
George Cleary (CRD# 5161837) is an Investment Advisor Representative working at Edelman Financial Engines in Costa Mesa, CA and has over 17 years of experience in the finance industry.
Alexander Coats (CRD# 6369259) is an Investment Advisor Representative working at Edelman Financial Engines in Phoenix, AZ and has over 9 years of experience in the finance industry.
Loran Coffman (CRD# 1678917) is an Investment Advisor Representative working at Edelman Financial Engines in Troy, MI and has over 31 years of experience in the finance industry.